Create client intake records from inbound intake webhooks
Create client intake records from inbound intake webhooks
Your intake webhook payloads arrive without a tracked client record, stalling case setup and first contact. The workflow creates CRM leads so your intake team can start outreach same day.
Overview
Inbound intake endpoints often arrive as raw payloads and stall case setup; this flow turns those payloads into CRM leads so your client success team always has a ready record. That means outreach begins same day, intake backlog shrinks, and coordinators work from consistent data.