Create verified lead records with files and notify team
Create verified lead records with files and notify team
Your referral leads and attachments arrive in separate payloads, delaying intake and case review. You receive complete, file-backed lead records and team alerts so follow-up occurs same day.
Overview
When referral payloads and attachments arrive unevenly, intake slows and high-value leads can slip. This flow captures each incoming referral, posts a complete lead record with archived files, and alerts intake so campaign managers can act same day.