Create CRM lead from incoming card tap webhooks
Create CRM lead from incoming card tap webhooks
When card taps arrive with missing owner context or messy contact data, your reps can't prioritize outreach. Leads are created and assigned to owners automatically so follow-up occurs within minutes.
Overview
Every card tap is a referral opportunity; without clear owner context those contacts go cold. This flow turns validated taps into CRM leads with owner assignment so reps have clean contacts and can reach out within minutes.