Update lead record automatically from live transfer emails

Your intake leads arrive via webhook notifications and emails without a transfer flag, which delays triage and callbacks. Leads get updated automatically so intake can prioritize outreach same day.

Overview

Unclear transfer signals slow intake and cost timely callbacks; your intake coordinators and paralegals need a clear flag to prioritize high-intent prospects. This flow captures webhook and email signals and writes transfer status to each lead so your team knows within minutes which prospects require same-day outreach.