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Create project records and add leads from intake

Create project records and add leads from intake

Your partner intake webhooks create leads without project records, forcing schedulers to rekey details. Add leads to project records and email lists so coordinators start outreach same day.

Create project records and add leads from intake

Overview

Partner leads arrive as raw webhooks and often sit untriaged until someone rekeys details. This flow creates a project record, subscribes the contact to your audience, creates an intake card, and sends an SMS so coordinators can start outreach the same day.

Create project records and add leads from intake