Create deals from website lead webhook for projects
Create deals from website lead webhook for projects
Your website lead submissions arrive without owner or project context, stalling intake and delaying scoping. Get a CRM deal and tracking row created so project managers can start scoping same day.
Overview
Website leads often arrive without project context, creating handoff gaps and delaying scoping. This flow captures each submission into a tracking row and creates a CRM deal with owner assignment, letting project managers begin scoping same day.