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Update deal migration status from portal webhook automatically

Your migration preference submissions arrive unlinked to deals, leaving onboarding and campaign teams without migration context. It marks the deal migration-ready so coordinators can act same day.

Update deal migration status from portal webhook automatically

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Overview

Practices submitting migration preferences often don't surface on deals, so onboarding and nurture campaigns miss vital signals. This flow writes migration flags to the deal within minutes, giving lifecycle managers and onboarding coordinators the context to act same day.

Update deal migration status from portal webhook automatically