1.Catches referral webhook submissions
Integrate Webhooks by Zapier and incoming payload parsing to capture submission ID and core referral fields to dedupe leads.
Create broker CRM leads from referral webhook submissions
Automatically catch referral webhook submissions across Webhooks by Zapier and Zapier Tables. Create broker CRM lead records when new referral submissions arrive, so you can create consultant links, normalize applicant fields, and prevent duplicate leads without manual CRM data entry.
How this automation creates broker CRM leads fast
When referral webhook submissions arrive, delays can stall lead follow-up and create duplicate records. This automation captures payloads, looks up or creates referrers, and creates broker leads and updates external referencesβso your team can move quickly.
Webhooks by Zapieror swap with your favorite app
2.Finds or creates referrer consultant record
Integrate Zapier Tables, spreadsheets, and CRM record search to find the referrer by email then name to create consultant links.
Zapier Tablesor swap with your favorite app
3.Normalizes applicant and co-applicant fields
Integrate Formatter by Zapier, data cleaning tools, and CRM field mapping to combine names and normalize phones and titles to prepare CRM-ready data.
Formatter by Zapieror swap with your favorite app
4.Creates broker lead with external reference
Integrate BrokerEngine, tagging workflows, and pipeline stage rules to create the broker lead and store the submission ID to prevent duplicates.
BrokerEngineor swap with your favorite app
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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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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