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Create discovery deal and add contact from webhook

Create discovery deal and add contact from webhook

Your incoming lead payloads lack contact and context, leaving reps unable to prepare for outreach or bookings. It creates the contact and a discovery deal so reps can follow up within minutes.

Create discovery deal and add contact from webhook

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Overview

When inbound lead payloads lack structure, reps waste time hunting for context and bookings slip. This flow guarantees a contact and a discovery-stage deal are created in the CRM as leads arrive, enabling outreach within minutes and reducing missed bookings.

Create discovery deal and add contact from webhook