Update deal records from incoming lead webhook payloads
Update deal records from incoming lead webhook payloads
Incoming lead payloads lack deal context, leaving reps without phone or chat history. Updated deal records provide contact phone and conversation summary so reps can follow up within minutes.
Overview
Incoming lead payloads often land without phone numbers or conversation context, slowing outreach and muddying the pipeline. This flow updates the existing deal with contact phone and chat summaries so reps can act within minutes and the CRM reflects current lead context.