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Create new case leads from intake webhooks to CRM

Create new case leads from intake webhooks to CRM

Your intake webhook submissions don't create case leads automatically, so triage stalls and prospects go uncontacted. The workflow creates lead records and notifies intake coordinators so triage begins same day.

Create new case leads from intake webhooks to CRM

Overview

Intake submissions that fail to become leads cost you timely outreach and risk losing prospects. This flow captures webhook submissions as lead records and alerts intake coordinators, so triage and first contact happen the same day.

Create new case leads from intake webhooks to CRM