Create or update lead from inbound webhook payload
Create or update lead from inbound webhook payload
Your intake and referral submissions lack owner assignment and leave eligible applicants uncontacted. Assign and update opportunity records to coordinators for same-day outreach.
Overview
When referral and intake submissions arrive unowned, eligible applicants go uncontacted and funding decisions stall; this flow assigns each intake to a coordinator and moves the opportunity into a configured pipeline stage. That produces same-day outreach and clearer funding progress ahead of closing.