Create partner intake cases from sent lead messages

Your CRM leads marked as sent to partners can sit untriaged, delaying partner intake and follow-up. You receive created intake cases and team alerts, enabling same-day qualification and handoff.

Overview

When a lead is flagged as sent to a partner, that should trigger intake — not a manual scramble. This workflow automatically creates partner intake cases, routes data to the right intake endpoint, and alerts your intake coordinators so leads are qualified and handed off the same day.