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Create prospect records and ping coordinators from webhook

Create prospect records and ping coordinators from webhook

Your intake submissions arrive unprocessed and create incomplete prospect records. It creates complete contact records and notifies care coordinators for follow-up within minutes.

Create prospect records and ping coordinators from webhook

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Overview

Unprocessed intake leads slow admissions and tie up coordinators; this flow captures submissions into your CRM and sends a short team-channel alert so staff can act immediately. Expect contact records and notifications within minutes to ensure faster first contact.

Create prospect records and ping coordinators from webhook