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Update deal qualification fields from webhook intake submissions

Update deal qualification fields from webhook intake submissions

Your deals lack qualification details from intake submissions, so reps lose context and pipeline decisions stall. Keep deal qualifications updated so reps can act within hours.

Update deal qualification fields from webhook intake submissions

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Overview

When intake qualifications sit outside the CRM, reps lack context and pipeline reports drift. This workflow writes incoming qualification data directly to matching deals and clears the source flag when done, so your reps can prioritize outreach within hours and your pipeline metrics stay accurate.

Update deal qualification fields from webhook intake submissions