# First-party lead capture and routing

> A webhook-led workflow that accepts first-party enquiries and prepares them for consistent CRM handling.

**Category:** CRM AUTOMATION

## Challenge

New enquiries needed to move from owned forms into the CRM without manual re-entry or unclear assignment.

## System

1. Receive consented form data
2. Validate required fields
3. Create or update the CRM record
4. Notify the responsible owner

## Tools and methods

- Webhooks
- CRM
- Validation
- Notifications

## Documented outcome

The workflow creates a dependable bridge between lead capture and sales ownership while retaining clear source data.

## Full case study

The full presentation document is available through the secure request form on the [HTML case-study page](https://hassansuhail.com/work/lead-capture-webhook). The download link is emailed and expires after 30 minutes.
