Send welcome email and update lead status with documents
Send welcome email and update lead status with documents
Webhook lead payloads arrive without a tracked lead or signed documents, stalling intake. The flow emails the lead and updates the record with document links same day.
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Overview
Inbound leads often arrive without signed documents or record context, which slows intake and delays billable work. This flow delivers a welcome email and marks the lead completed while attaching document links so your intake team can act same day.