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.

Workflow preview:

Zap details:

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.