Create CRM lead and send SMS with resend link

Your loan application webhooks often lack contact context, leaving reps unable to qualify leads. Create CRM leads and send an SMS with a short completion link so reps can follow up same day.

Overview

Inbound application payloads that aren't captured as structured leads create manual work and slow response times. This flow converts raw webhooks into full CRM leads, shortens a completion link, and texts prospects so loan officers can follow up within minutes and keep qualification moving same day.