Capture referral leads, filter criteria, and create new cards in BrokerEngine
Capture referral leads, filter criteria, and create new cards in BrokerEngine
Capture referral leads through Webhooks by Zapier, filter them based on your criteria, and create organized cards in BrokerEngine for efficient follow-up. This process ensures relevant applicant information is tracked for better engagement.
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Zap details:
Overview
Capture referral leads through Webhooks by Zapier, filter them based on your criteria, and create organized cards in BrokerEngine for efficient follow-up. This process ensures relevant applicant information is tracked for better engagement.