Create qualified lead and sales opportunity from webhook

Your patient intake submissions arrive without structured lead records, delaying outreach and appointment scheduling. Create contact and opportunity records automatically so reps can follow up same day.

Overview

Inbound patient forms are high intent but often sit unprocessed, costing same-day bookings. This flow converts each intake into a contact and a populated opportunity so sales coordinators can outreach and book appointments the same day. It delivers consistent notes and pipeline context for every new lead.