Create CRM lead records from intake webhook submissions
Create CRM lead records from intake webhook submissions
Your ad-driven intake submissions arrive without structured CRM records, delaying case triage and outreach. Create consistent lead records so intake staff can prioritize and contact prospects same day.
Overview
Ad-driven intake leads frequently arrive untracked and sit in an inbox, delaying outreach and hurting case intake. This flow captures each submission as a CRM lead and notifies intake staff so they can contact prospects the same day.