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Update deal and pin note from incoming webhook

Update deal and pin note from incoming webhook

Your contact messages often arrive without message context, so reps can't prepare or prioritize outreach. Add a pinned note and advance the deal stage so reps act within minutes.

Update deal and pin note from incoming webhook

Overview

Inbound contact messages frequently fail to surface in the right deal, leaving reps unprepared and slowing follow-up. This flow pins the original message to the matching deal and advances its stage so reps see context and act within minutes.

Update deal and pin note from incoming webhook