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Create triage task from inbound lead webhooks for review

Create triage task from inbound lead webhooks for review

Inbound lead payloads arrive without a triage task, leaving program coordinators without context. Create a tracked triage item so coordinators get full lead context and can act same day.

Create triage task from inbound lead webhooks for review

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Overview

Unstructured lead webhooks often land without a tracked task, so intake stalls and coordinators lose context. This flow converts each webhook into a prioritized triage item with formatted fields, so your coordinators can assign and act the same day.

Create triage task from inbound lead webhooks for review