1.Catches hook submissions
Integrate Webhooks by Zapier to receive new submission payloads and trigger the lead build pipeline.
Create validated website leads in CRM for brokers
Automatically catch new submission payloads across Webhooks by Zapier and BrokerEngine. Create validated website leads in your CRM when loan inquiry submitted or new hook payload received or website form submittedβso you can normalize records, enrich routing tags, and assign leads without manual lead cleanup.
How this automation creates validated CRM leads
When new submission payloads arrive, lead data can get messy and slow broker intake. This automation extracts and normalizes applicant fields, processes referrers, looks up routing settings, and creates CRM lead recordsβso your team can prioritize faster outreach.
Webhooks by Zapieror swap with your favorite app
2.Normalizes applicant fields
Integrate Formatter by Zapier and transform tools to extract and default name, email, phone, and loan amount for CRM mapping.
Formatter by Zapieror swap with your favorite app
3.Processes referrer validation
Integrate Code by Zapier and data validation tools to split referrer names, refine emails, and return validity flags.
Code by Zapieror swap with your favorite app
4.Looks up routing settings
Integrate Zapier Tables and lookup tools to search source or agent settings and return tag or routing flags.
Zapier Tablesor swap with your favorite app
5.Creates the CRM lead
Integrate BrokerEngine and CRM lead intake to create a lead with mapped fields, stage, team, and tags.
BrokerEngineor 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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