Add new installs to CRM and campaign lists
Add new installs to CRM and campaign lists
You get raw install webhooks that leave merchant accounts untracked and lacking onboarding context. They are added to CRM and campaign lists so support ops can start onboarding the same day.
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Overview
Raw install webhooks often arrive without context, leaving merchants untracked and onboarding delayed. This flow turns each install into a CRM contact or lead, records an audit row, and enrolls the account in your onboarding campaign so support can act the same day.