Update lead status from incoming connection webhook in CRM
Update lead status from incoming connection webhook in CRM
When inbound connection payloads miss contact fields, your prospect records stay stale and outreach is delayed. Leads are marked outbound so advisors can engage same day.
Workflow preview:
Zap details:
Overview
Inbound connections often arrive via forms or referral endpoints and can sit unprocessed, leaving prospects cold. This flow verifies contact info and updates the lead status so advisors see and act on prospects the same day.