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Create intake opportunities and flag low-priority leads automatically

Create intake opportunities and flag low-priority leads automatically

Your intake submissions arrive as webhook payloads, leaving requests untriaged and creating duplicate records. The flow records submissions and flags low-priority leads so coordinators act quickly.

Create intake opportunities and flag low-priority leads automatically

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Overview

Intake forms sent as raw webhooks create noisy records and slow down coordinators. This flow captures each submission as an opportunity and flags low-priority leads so your team can triage and act within minutes, keeping the intake queue clean.

Create intake opportunities and flag low-priority leads automatically