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Create sold policy contact from webhook and tag as sold

Create sold policy contact from webhook and tag as sold

Your sold policy submissions arrive with unformatted dates and missing tags, leaving reps and billing with incomplete records. It creates complete contacts with formatted dates and sold tags same day.

Create sold policy contact from webhook and tag as sold

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Overview

Incoming sale payloads often lack normalized dates and tags, forcing reps and billing to fix records manually and delaying invoicing. This flow creates or updates contact records with formatted policy dates and a sold tag so sales and billing teams have billing-ready records within minutes.

Create sold policy contact from webhook and tag as sold