Add matched lead to CRM and tag source
Add matched lead to CRM and tag source
Your matched lead webhooks arrive without CRM context, causing duplicates and missed outreach by sales reps. Capture and tag contacts so sales and campaign managers receive qualified leads same day.
Overview
When matched leads arrive without CRM context, reps waste time reconciling records instead of selling. This flow captures the incoming lead, maps contact and project info, and tags it for routing so sales and campaign managers get qualified contacts same day.