Add tax filing contacts to CRM from webhook

Your tax filing export emails land as webhook batches, leaving contacts untagged and campaign lists incomplete. Keep records enriched and audience-ready for segmentation and nurture the same day.

Overview

When exported tax-filing contact batches don't land in the CRM, campaign managers and advisors miss segments and outreach windows. This flow captures those webhook exports and enriches or creates contact records so your teams have audience-ready lists the same day.