Create new client lead from intake webhook submissions
Create new client lead from intake webhook submissions
Your intake submissions lack structured contact details, delaying first contact and leaving sessions unbooked. You gain complete client records and ready-to-reach contacts for same-day booking.
Overview
Incoming client inquiries must become actionable contacts before booking windows close. This flow extracts emails and phones from webhook submissions and creates or updates CRM leads so intake coordinators can follow up immediately and convert queries to same-day bookings.