Update lead follow-up stage after incoming lead webhook
Update lead follow-up stage after incoming lead webhook
Inbound lead payloads arrive without CRM stage updates, leaving reps without outreach context. The workflow writes the third follow-up state and next contact date so reps can act same day.
Overview
When inbound lead payloads arrive, reps need current funnel state to prioritize outreach and avoid duplicate touches. This workflow keeps lead response states and next-contact dates accurate so reps can act same day and managers see pipeline hygiene immediately.