Move matching deal to qualified stage from lead input

Your deals don't update when external lead data arrives, leaving reps without clear next steps and causing pipeline inaccuracy. You get precise stage updates so reps can prioritize outreach same day.

Overview

Incoming lead payloads often arrive out of band, leaving deals stuck in old stages and reps unsure who to call. This workflow moves matching deals into the configured qualified stage and assigns an owner so reps have accurate priorities and can act same day.