Create lead and call task from inbound lead

Your inbound leads arrive without CRM records or follow-up tasks, leaving reps without context. Get contact, a lead record, and a scheduled call added automatically so reps can start outreach same day.

Overview

Incoming web leads should create action, not work queues. This flow turns every valid webhook into a person, lead, and scheduled call so reps have context and a next step. That means outreach can happen same day instead of getting lost in inboxes.