Create intake case from partner store lead submission
Create intake case from partner store lead submission
Your partner store lead submissions arrive as raw webhooks, leaving reps without location context and delaying callbacks. You receive structured CRM cases so reps can call and book consults same day.
Overview
When partner store leads arrive as raw webhooks, reps lack the referral context needed to prioritize calls and schedule visits. This flow converts each submission into a structured CRM case with store location info so campaign managers can call and book consults same day.