Create CRM lead and follow-up task from referrals
Create CRM lead and follow-up task from referrals
Your incoming referral webhooks become untracked leads and manual entries that delay advisor outreach. Capture them to create CRM leads and follow-up tasks so reps can reach prospects same day.
Overview
Referral leads should arrive as actionable CRM records with a follow-up task so your BD reps and advisors can engage immediately. This workflow converts each webhook into a lead, notifies owners, and creates a high-priority task so outreach happens same day.