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Create lead row from incoming webhook form submissions

Create lead row from incoming webhook form submissions

Your broker lead forms often arrive unstructured, leaving quoting staff without contact or coverage context. They appear organized in your intake sheet so quoting can begin the same day.

Create lead row from incoming webhook form submissions

Overview

Unstructured broker leads slow quoting and overload your brokerage ops. This flow captures every inbound form into a single intake sheet, creates a PDF summary and attaches uploads so brokers and underwriting coordinators can start quotes the same day.

Create lead row from incoming webhook form submissions