Add sequential report numbers to matching deal records
Add sequential report numbers to matching deal records
Your report webhooks lack a consistent ID, so engineers and sales can't match reports to deals. Assigning sequential report numbers makes records searchable and speeds handoffs.
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Overview
When external reports arrive without consistent identifiers, engineers and reps waste time reconciling context. This flow stamps each incoming report with a sequential number and writes it to the deal so teams can locate and act on reports within minutes.