Add third-party registrations to client CRM with tags
Add third-party registrations to client CRM with tags
Registration webhooks left unprocessed create incomplete borrower profiles and stall onboarding for mortgage applicants. Tag registrants so campaign managers can run welcome outreach within minutes.
Overview
When third-party registrations don't land in the CRM, welcome flows stall and manual cleanup consumes marketing ops time. This flow captures each registration, tags and stages the contact, and logs a registration event so campaign managers can begin outreach within minutes.