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Create sales deals and add partner referral leads to CRM

Create sales deals and add partner referral leads to CRM

Partner referrals arrive as webhook payloads with no CRM record, leaving sales without context for outreach. Creates contact and deal records so reps can follow up the same business day.

Create sales deals and add partner referral leads to CRM

Overview

Raw partner referral payloads become operational overhead and lost follow-ups; this flow converts them into ready-to-action CRM contacts and deals automatically. Sales reps get formatted contact records and deal links so they can respond the same business day.

Create sales deals and add partner referral leads to CRM