Create CRM lead entry from new order webhook
Create CRM lead entry from new order webhook
Order webhooks don't create CRM records, leaving sales and build crews without buyer or shipping context. It adds contact and shipping details so teams can start outreach and schedule builds same day.
Overview
When online orders arrive without CRM records, follow-up stalls and builds get delayed. This workflow captures buyer and shipping details into CRM so sales and production can begin outreach and schedule builds the same day.