Update existing lead records from webhook intake feeds
Update existing lead records from webhook intake feeds
Your intake messages without matched CRM leads leave contacts untriaged and delay benefit confirmations. Keep lead contact details and status current so support coordinators can follow up same day.
Overview
Intake connections that don't land cleanly in the CRM force support coordinators to chase contacts and stall benefits checks. This flow extracts contact details from incoming payloads and updates the matching lead so agents have accurate phone, email, and status for same-day outreach.