Create CRM follow-up tasks from property referral webhooks

Your referral webhooks include property requests and contact details but often go untriaged, delaying owner outreach and transfer actions. Creates CRM tasks with referral context so agents can reach out same day.

Create CRM follow-up tasks from property referral webhooks

Overview

Inbound property referrals are high-intent but often sit in webhook queues untriaged; this flow converts each referral into an owner-assigned CRM task with full referral context. That gives your coordinators and agents what they need to contact referrals same day and keep deals moving.

Create CRM follow-up tasks from property referral webhooks