Add or update contacts from tax filings to CRM

You receive tax-filing webhooks with client emails and filing IDs that never reach CRM, causing missed advisor follow-ups. Contacts are added or updated so advisors can act same day.

Overview

When tax-filing confirmations bypass your CRM, advisors and campaign managers miss timely outreach and segmentation is unreliable. This workflow catches filings from incoming webhooks and upserts contacts so filing status appears in CRM within minutes, enabling same-day follow-up.