IT: keep CRM leads accurate when external events arrive

IT admins see incoming user IDs mismatch CRM leads, causing wrong owners and missed follow-up. This updates CRM leads with IDs, owner, and pipeline so sales reps can follow up quickly.

Overview

Outdated lead ownership and missing external IDs let deals slip and make pipeline reporting unreliable; IT must keep records accurate. This workflow ensures every lead has the correct user ID, owner, and pipeline stage so sales reps receive clean records and missed follow-ups drop dramatically.

Notable Features

Match incoming emails to leads
Update lead owner and stage
Add identifier to CRM records