Skip to content
Update lead verification status from inbound verification clicks

Update lead verification status from inbound verification clicks

Your verification clicks arrive without CRM context, leaving leads unverified and delaying onboarding. Verified email status and platform investor ID are recorded so onboarding proceeds same day.

Update lead verification status from inbound verification clicks

Workflow preview:

Zap details:

Overview

Verification clicks should translate directly into CRM status so your investor relations team never wastes time chasing unverified contacts. This flow captures inbound verification events and marks leads verified within minutes so onboarding and compliance steps can proceed same day.

Update lead verification status from inbound verification clicks