Create project intake deal from inbound request webhook
Create project intake deal from inbound request webhook
Project inquiry payloads arrive uncaptured, leaving coordinators without contact context or intake notes. It creates CRM organizations and deals so project managers can triage requests same day.
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Overview
Inbound project requests often sit in inboxes and spreadsheets, delaying triage and onboarding; this flow converts them into CRM organizations and deals. Project managers gain contact context and can triage or assign work the same day.