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Create or update CRM leads from inbound inquiry webhooks

Inbound inquiry webhooks often aren't turned into leads, leaving deal context missing for analysts and owners. Create or update lead records and log the inquiry so owners can act the same day.

Create or update CRM leads from inbound inquiry webhooks

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Overview

Every inbound inquiry must become a tracked lead so portfolio managers and deal owners can evaluate opportunities without manual intake. This flow turns webhook payloads into CRM leads and logs inquiry notes, enabling same-day outreach and clearer deal visibility.

Create or update CRM leads from inbound inquiry webhooks