CEO: keep insurance lead dispositions current in CRM

Sales reps miss outreach when disposition updates don't hit the CRM, leaving pipeline status stale. This workflow maps webhook dispositions to lead fields so reps see current status.

Overview

Stale dispositions create blind spots that let insurance leads slip and forecasts drift. This workflow turns external disposition webhooks into CRM updates so sales reps always see the current lead status and can prioritize outreach. Customers report faster response times and cleaner pipeline data after similar deployments.

Notable Features

Update CRM lead disposition automatically
Map external statuses to picklists
Notify sales reps on changes