Create lead workbook and email partner case link

Webhook lead payloads arrive without a readable record, leaving case managers and analysts without context. Record leads to a shared workbook and email a view link so teams can act within minutes.

Create lead workbook and email partner case link

Overview

Inbound partner leads often arrive as raw payloads with no accessible case file, delaying outreach and reporting. This flow validates incoming webhooks, writes analytics-ready rows to a per-lead workbook, generates a view-only link, and emails partners within minutes so follow-up and analytics can proceed the same day.

Create lead workbook and email partner case link