Create intake records and tag source from webhooks
Create intake records and tag source from webhooks
Your form and chat submissions arrive with inconsistent fields and missing source info, delaying outreach. This creates normalized lead records with source tags for same-day follow-up.
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Overview
When incoming form or chat submissions arrive inconsistent or missing source context, campaign managers waste time and miss attribution. This workflow standardizes and tags leads at capture so your team sees source and contact details and can act same day.