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Create or update CRM person and deal from webhook

Create or update CRM person and deal from webhook

Your site lead webhooks create duplicate or incomplete CRM contacts and lose appointment context. It creates or updates people, opens a deal and attaches notes so sales ops can follow up same day.

Create or update CRM person and deal from webhook

Overview

Web leads often arrive as messy payloads, creating duplicates and slow follow-up for reps. This flow standardizes incoming webhooks into matched CRM people, opens deals and pins appointment notes so sales ops and AEs can act same day.

Create or update CRM person and deal from webhook