How it works
A lead represents potential interest, not a completed purchase or necessarily a qualified sales opportunity. Integration brings together customer records, telephony events and business workflows. Correct operation depends on consistent identifiers, synchronisation rules and permissions.
Business example
A website enquiry creates a lead in the CRM for a salesperson to qualify before making an offer.
What to consider
Test API failures, duplicate events, mandatory fields and recovery after temporary outages. Avoid exposing customer data unintentionally.