Create CRM lead from referral webhook and notify lender
Create CRM lead from referral webhook and notify lender
Your referral submissions arrive via webhook but sometimes miss CRM capture, leaving loan officers without intake context. It creates a lead record and alerts the assigned lender within minutes.
Workflow preview:
Zap details:
Overview
When external referrals arrive outside your normal intake, loan officers and intake coordinators lack the context to act quickly; this flow captures each referral and creates a CRM lead while notifying the assigned lender. That means outreach can begin with full intake details within minutes, reducing missed follow-ups and improving response consistency.