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Update lead stage, add note, assign follow-up owner

Your inbound lead webhooks lack stage and conversation context, so agents recreate threads and lose momentum. Leads are staged, notes attached, and owners reassigned so agents can follow up same day.

Update lead stage, add note, assign follow-up owner

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Overview

Incoming leads without stage or conversation context create manual work and missed outreach windows; this flow moves those leads into your research funnel, attaches full conversation history, and assigns an owner. The result: agents receive context-rich contacts ready for same-day outreach and faster qualification.

Update lead stage, add note, assign follow-up owner