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Update deal record with pension note from inbound webhook

Update deal record with pension note from inbound webhook

Phone-sourced pension details arrive outside the CRM and never reach the deal record. It adds a pension note and updates deal stage so reps have context before next outreach.

Update deal record with pension note from inbound webhook

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Overview

Inbound phone-sourced signals often sit outside the CRM and leave deal pages blank of critical context, slowing follow-up and costing time. This flow pins the pension note and advances the deal so your reps see context within minutes and act before the next outreach.

Update deal record with pension note from inbound webhook