Create new deal and contact from webhook request
Create new deal and contact from webhook request
Your project requests arrive as webhook payloads without a contact or deal, causing lost context and slow handoff. It creates a contact, deal, and intake note so coordinators can triage requests same day.
Overview
Incoming project requests often arrive unstructured, leaving coordinators without contact records or deal context and slowing response. This flow creates a person, opportunity, and intake note in the CRM automatically so coordinators can triage and assign work same day.