Add and update lead records from incoming investor events

You get investor webhook events without a single project record, causing onboarding gaps. It updates lead and subscription records and marketing lists so coordinators can act same day.

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Overview

Investor events often arrive without a consolidated project record, forcing manual reconciliation and slowing onboarding; this flow creates and updates lead and subscription records and updates marketing audiences automatically. That reduces handoffs and surfaces refunds to the team so coordinators can resolve issues the same day.