Create new client opportunity from incoming lead webhook
Create new client opportunity from incoming lead webhook
Your inbound lead payloads arrive without CRM records, leaving intake teams unable to schedule new projects. Create opportunities automatically so onboarding can begin the same day.
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Overview
When inbound lead payloads don't become CRM opportunities, intake and project starts stall and customers wait. This flow captures webhook leads and creates opportunities so project managers and onboarding coordinators can begin intake the same day and allocate resources quickly.