1.Catches new webhook received
Integrate Webhooks by Zapier and webhook endpoints to capture the incoming referral payload and start the CRM intake flow.
Create contact in CRM from co-op agent referral
Automatically catch new webhook received payloads across Webhooks by Zapier and Filter by Zapier. Create and update CRM contacts when referral payload arrives, or deal status is closed, or referral link providedβso you can create contacts, map referral links, and keep records clean without manual list cleanup.
How this automation creates CRM contacts from referrals
When co-op agent referral payloads arrive, closed deals can clutter your pipeline. This automation catches new webhook data, filters out closed deals, and posts mapped contact details to your CRM intake endpointβso your team can follow up with accurate referral records.
Webhooks by Zapieror swap with your favorite app
2.Evaluates qualifying referrals
Integrate Filter by Zapier and data validation rules to evaluate the referral and continue only for records tied to open deals.
Filter by Zapieror swap with your favorite app
3.Posts mapped contact details
Integrate Webhooks by Zapier and CRM intake endpoints to POST agent and referral fields, including names, emails, phones, and referral URLs.
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