Create CRM deals and attach lead details from webhooks

Incoming lead webhooks often include only contact and product choices, leaving reps no priority context. You receive person and deal records with notes and product tags for same-day follow-up.

Overview

Partner and referral leads often arrive with minimal context, leaving reps to manually qualify and prioritize. This flow converts each webhook into a full person and deal record with parsed product data and a pinned note, so reps can act same day and maintain cleaner pipeline hygiene.