1.Catches inbound intent payload
Integrate Webhooks by Zapier and inbound data pipelines to forward payloads for processing and centralize refi lead intake.
Add potential refi leads to tracking table automatically
Automatically capture refi intent payloads across Webhooks by Zapier and Zapier Tables. Create and update lead rows when refi intent submits, refi intent interacts, or high-intent events triggerβso you can personalize outreach, deduplicate contacts, and keep nurture lists current without manual tracking.
How this automation accelerates your refi lead intake
When refi intent webhooks arrive, leads can stall and nurture lists get out of date. This automation receives payloads, filters qualifying events, and enriches and creates or updates lead rowsβso your team can reach prospects faster.
Webhooks by Zapieror swap with your favorite app
2.Filters qualifying refi events
Integrate Filter by Zapier and routing rules to continue only qualifying refi events and reduce unwanted lead rows.
Filter by Zapieror swap with your favorite app
3.Finds home and retrieves client
Integrate Homebot and identity lookups to map webhook identifiers to home and client data for enrichment.
Homebotor swap with your favorite app
4.Extracts first name
Integrate AI by Zapier and personalization tools to extract first-name tokens for friendly outreach customization.
AI by Zapieror swap with your favorite app
5.Finds or creates lead record
Integrate Zapier Tables and database syncing to find or create deduplicated lead rows and update contact and event fields.
Zapier Tablesor swap with your favorite app
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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