Legal intake coordinators capture booked leads in CRM

Intake coordinators miss booked consults when webhook leads never reach the legal CRM. It maps webhook leads into CRM lead and appointment records so intake coordinators begin outreach quickly.

Overview

Missed consults mean lost conversion opportunities when booked leads don't arrive in the CRM. This workflow ensures every webhook lead becomes a CRM lead with appointment details, enabling intake coordinators to begin outreach quickly and removing intake delays so response times drop dramatically.

Notable Features

Create or update CRM leads
Add appointment details to records
Notify intake coordinators of bookings