Add qualified leads from webhooks to CRM lists

Your inbound lead submissions lack segmentation, leaving purchase and refinance prospects untracked. The workflow routes contacts into matched nurture groups so campaign managers can follow up same day.

Overview

When inbound leads arrive without clear segmentation or owner tags, campaign follow-up stalls and conversion suffers. This flow captures those submissions, routes them by loan purpose, and populates your marketing lists so campaign managers can act same day.