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Create intake leads from webhook for firm intake team

Create intake leads from webhook for firm intake team

Your intake submissions contain messy contacts and notes that delay follow-up. Leads are created and normalized so intake coordinators can call within minutes.

Create intake leads from webhook for firm intake team

Overview

Inbound intake often arrives with incomplete contacts and free-text notes, creating follow-up gaps and missed consultations. This flow converts each submission into a normalized CRM lead for intake coordinators, enabling outreach within minutes and faster assignment.

Create intake leads from webhook for firm intake team