Create intake notes and enrich lead records from webhook
Create intake notes and enrich lead records from webhook
You get intake webhooks that leave lead records missing key qualification info, so reps lack context for outreach. It appends a structured note and updates key lead fields within minutes.
Workflow preview:
Zap details:
Overview
Intake webhooks often arrive as raw payloads and leave reps scrambling for qualification details. This flow enriches each lead with a formatted note and key field updates so reps have full context to act within minutes.