Update inbound lead records from referral webhook submissions

When referral webhooks deliver unparsed contact data, your lead records are incomplete and reps miss timely outreach. Gain cleaned contacts and updated lead status so advisors follow up same day.

Overview

Incoming referral payloads often arrive with messy contact info, leaving advisors with incomplete leads and slower outreach. This flow parses and validates emails and phones, updates the matched CRM lead, and ensures advisors have accurate contacts to call the same day. That reduces manual cleanup and speeds first contact.