Create prospect, save questionnaire PDF, and notify owners
Create prospect, save questionnaire PDF, and notify owners
Your questionnaires arrive as raw webhook payloads, leaving contact details and answers untracked. It creates a CRM prospect, saves responses and a PDF so your coordinators can start outreach same day.
Overview
Intake forms often arrive as raw payloads and stall outreach; this flow turns each submission into a tracked prospect, a stored PDF, and an email notification so coordinators can act same day. Deploying it eliminates manual copying and gets contacts into CRM and folders immediately.