Assign accepted lead and notify assigned broker
Assign accepted lead and notify assigned broker
Your incoming leads arrive by webhook without an assigned owner, leaving brokers without contact context and delaying follow-ups. Assigned brokers receive lead context and can follow up the same day.
Overview
If accepted leads keep landing without clear ownership, brokers miss timely outreach and conversion windows close. This flow assigns ownership, updates your tables, posts the lead into your lead-management endpoint, and emails the broker so follow-up happens within the same day.