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Create client intake leads from inbound inquiry webhook

Create client intake leads from inbound inquiry webhook

Your intake forms arrive by webhook with missing details, stalling case triage and first outreach. Leads and alerts reach intake coordinators, enabling outreach the same business day.

Create client intake leads from inbound inquiry webhook

Overview

Unprocessed web intake stalls triage and drops response rates. This flow captures incoming inquiry payloads, creates complete CRM leads, and notifies intake coordinators so outreach begins the same business day.

Create client intake leads from inbound inquiry webhook