Update CRM lead from incoming prospect webhook payload
Update CRM lead from incoming prospect webhook payload
Incoming prospect submissions to your intake endpoint can miss key details, leaving leads unprioritized. Keep lead contact and status current so advisors can act within minutes.
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Overview
Inbound prospect payloads often arrive untriaged and leave leads stale, costing outreach momentum. This flow keeps CRM lead records and contact info current so your advisors can engage new prospects within minutes and avoid missed first touches.