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Create CRM lead from incoming referral form webhook

Create CRM lead from incoming referral form webhook

You get raw lead payloads missing standardized contact fields and notes, causing intake delays and missed follow-ups. It builds complete prospect records so loan officers can start outreach same day.

Create CRM lead from incoming referral form webhook

Overview

Raw form payloads often arrive incomplete and require manual cleanup, which slows mortgage intake and wastes loan officer time. This flow captures and standardizes prospect details into ready-to-act CRM records so loan officers and intake coordinators can begin outreach the same day.

Create CRM lead from incoming referral form webhook