Link inbound conversions to existing leads and owners
Link inbound conversions to existing leads and owners
Conversion events arrive unlinked to CRM leads, breaking attribution and leaving reps without owner context. It links conversions to existing leads and updates owner and income for same-day attribution.
Overview
When conversion events arrive without a linked CRM lead, campaign attribution fractures and reps lose context. This flow attaches each conversion to a matching lead and updates owner and income fields so marketing reports and sales outreach stay aligned same day.