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Create account and primary contacts from new prospect webhook

Create account and primary contacts from new prospect webhook

You receive prospect webhooks without account or contact records, delaying relationship manager outreach. It creates the account, adds contacts, and writes back the CRM ID so handoff happens today.

Create account and primary contacts from new prospect webhook

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Overview

Inbound prospect data often arrives without a CRM record, stalling outreach and wasting relationship manager time. This workflow provisions a CRM account, creates contact records, assigns an owner, and writes the CRM ID back so outreach and handoff run the same day.

Create account and primary contacts from new prospect webhook