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Send new CRM leads to intake webhook endpoint

Your CRM lead list lacks structured intake fields, causing manual entry and delayed clinician triage. It delivers structured lead records to intake so staff can start scheduling same day.

Send new CRM leads to intake webhook endpoint

Overview

Manual exports and copy-paste slow intake and delay patient scheduling; your intake team needs consistent, structured lead data immediately. This flow delivers normalized lead payloads to intake in real time so program coordinators can begin outreach and schedule appointments same day.

Send new CRM leads to intake webhook endpoint