Mark matched insurance lead as closed in CRM

You get partner closure webhooks with unformatted phones, so insurance lead records aren't matched and stay open. Updates make lead statuses accurate for partner reconciliation the same day.

Overview

Partner closure messages often arrive with messy phone formatting, leaving leads open and creating reconciliation work for partner operations and campaign managers. This flow standardizes phones, locates the matching lead, and marks it closed so reconciliations and follow-up happen the same day.