Update won lead record and notify introducer by email
Update won lead record and notify introducer by email
Webhook lead updates leave tracker records and introducers out of sync, causing manual checks and delayed handoffs. Keep records current and notify introducers so post-sale tasks complete same day.
Overview
Manual status updates create friction and slow down post-sale handoffs. This flow keeps your tracker accurate and notifies introducers automatically, so post-sale tasks are actioned within the same day.