Create company and contact records from broker webhook
Create company and contact records from broker webhook
Your broker webhook sends unstructured company profiles and contacts, leaving onboarding without CRM records. Create company and contact records so coordinators and reps can start outreach same day.
Overview
Broker payloads often arrive without structure, which slows onboarding and outbound follow-up. This workflow converts those webhooks into CRM-ready company and contact records so onboarding coordinators and sales reps get accurate broker profiles within minutes and can begin outreach same day.