Add or update inbound leads into your CRM

You receive prospect webhooks with fragmented contact data, causing manual entry and delayed follow-ups for wealth clients. Capture leads and update records automatically so advisors follow up same day.

Overview

Incoming prospect webhooks often arrive as messy, incomplete contact records, and advisors can miss timely outreach. This flow captures, cleans, and creates or updates lead records in your CRM so advisors can respond same day and preserve conversion momentum.