Create consulting intake tasks from CRM outbound messages

You receive outbound CRM messages about consulting requests without structured routing, causing dispatch delays and missed partner handoffs. Coordinators get a task ready for same-day triage.

Overview

Outbound CRM notifications often arrive without the structured fields your coordinators need, creating manual triage work and dispatch delays. This flow converts each notification into a complete intake task so coordinators can triage and assign work same day, reducing handoff friction.