Create consult deal and contact from sale webhook

You get sale webhooks without structured contact or deal records, leaving bookings and intake prep disconnected. Create CRM people and consult deals automatically so coordinators have context same day.

Overview

Raw sale webhooks often land without contacts or deals, leaving your booking team to build records manually. This flow converts each sale webhook into a person and a consult-stage deal with pinned intake notes, giving coordinators full context within minutes so they can schedule and prepare appointments the same day.