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Create client folder and lead record from intake webhook

Create client folder and lead record from intake webhook

Unstandardized intake folders and missing CRM records scatter documents and stall coordinators. Get a ready client folder and lead so onboarding starts same day.

Create client folder and lead record from intake webhook

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Overview

Intake submissions that don't produce a file structure and CRM record force manual work and missed first touches. This flow builds the client folder, populates the workbook, and creates a lead so coordinators can start onboarding the same day.

Create client folder and lead record from intake webhook