Send new intake leads to intake workflow webhook

Your intake leads arrive untriaged, delaying outreach and missing appointment windows. Route them into intake for triage and scheduling so coordinators can respond same day.

Overview

New intake leads are time-sensitive for estate-planning clients; untriaged submissions create scheduling gaps and slow onboarding. Routing every lead into your intake workflow and notifying coordinators ensures structured triage and same-day responses for higher client satisfaction.