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Update contact role fields from incoming deal payload

Update contact role fields from incoming deal payload

Your contact records lose role context after deal updates, breaking campaign lists. The workflow fixes role fields automatically so segmentation is accurate within minutes.

Update contact role fields from incoming deal payload

Overview

Deal-level role data should flow to contact profiles so campaigns and reports reflect current reality. This flow updates contact role fields automatically, giving campaign managers accurate segmentation within minutes and reducing manual cleanup.

Update contact role fields from incoming deal payload