Create intake task from new lead submissions for team
Create intake task from new lead submissions for team
When incoming lead webhooks land untriaged, your intake queue fills with unassigned prospects and follow-ups slip. Create a task per lead so intake coordinators get context and assign work same day.
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Overview
New lead submissions can sit untriaged and slow down outreach; this flow turns each submission into a task with contact context and routes it to your intake queue. Intake coordinators can act within minutes, ensuring same-day follow-up and clearer handoffs for portfolio teams.