Add expiring homeowner leads to central marketing table

Webhook homeowner leads arriving untracked leave your marketing team without standard prospect records. Centralize each lead so reps can reach prospects ahead of renewal windows.

Overview

Untracked renewal leads create gaps in outreach and missed retention opportunities for your credit union. By converting webhook leads into table rows and SharePoint items, your marketing and BD teams get immediate, standardized prospect records to act on ahead of renewal windows.