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Create deal and attach intake note from webhook

Create deal and attach intake note from webhook

Your web leads arrive without structured records, so deals go untracked and outreach stalls. Create a deal and intake note so acquisition managers get context-ready records for outreach within minutes.

Create deal and attach intake note from webhook

Overview

Inbound lead payloads often land unstructured, creating friction for acquisition and slowing outreach. This flow turns each webhook into a deal plus an intake note so acquisition managers have full context and can act within minutes. That reduces manual entry and speeds first contact.

Create deal and attach intake note from webhook