Update lead mapping table with incoming lead ID
Update lead mapping table with incoming lead ID
Your incoming lead records lack external IDs, leaving intake trackers unable to reconcile sources and delaying handoffs. Add external IDs and record links so coordinators reconcile records same day.
Overview
Inbound opportunity payloads often arrive without a central ID, which stalls intake reconciliation and creates duplicate work. This flow tags matching rows with external lead IDs and links so project managers and intake coordinators can reconcile records the same day.