Create CRM deal and person from webhook lead
Create CRM deal and person from webhook lead
Your incoming property lead payloads often lack CRM records, leaving reps unable to prioritize new opportunities. This creates a deal and contact with notes so reps can act on leads same day.
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Overview
Incoming property leads should become actionable CRM records immediately rather than waiting for manual entry. This flow creates the contact, opens the deal, and imports opportunity notes so reps can begin outreach the same day.