Skip to content
Add incoming partner leads to CRM and tag

Add incoming partner leads to CRM and tag

Referral webhooks land without contact context, leaving you unable to prioritize follow-up or invite prospects to local groups. Capture and tag each referral as a lead so coordinators can start outreach same day.

Add incoming partner leads to CRM and tag

Workflow preview:

Zap details:

Add incoming partner leads to CRM and tag