Update prospect stage from incoming lead webhook fast
Update prospect stage from incoming lead webhook fast
You get inbound lead payloads without matched prospect records, causing duplicate outreach and lost advisor context. It keeps prospect stages current so advisors can prioritize outreach same day.
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Overview
Inbound lead payloads that don't match existing prospects create duplicate outreach and slow advisor follow-up. This flow validates contact info and updates prospect stage automatically, giving advisors the current context they need to prioritize outreach the same day.