Update lead records with conversation summaries and flags
Update lead records with conversation summaries and flags
Your leads miss conversation summaries and status when webhook events arrive, leaving reps without context. Add summaries and status flags to leads so reps get context within minutes.
Overview
When conversation webhooks fail to update leads, reps miss crucial context and outreach stalls. This flow writes summaries, transcripts, and status flags into the lead record so reps see context within minutes and prioritize follow-ups.