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Create lead items from referral webhooks into board

Create lead items from referral webhooks into board

Your referral submissions are inconsistent, leaving contacts untriaged and campaign context missing for follow-up. Capture each referee as a structured lead item so reps can respond the same day.

Create lead items from referral webhooks into board

Overview

Referral leads often arrive as raw payloads that leave reps scrambling for context. This flow turns each referee into a structured lead item with campaign details so your sales reps and referral coordinators receive qualified contacts and can follow up the same day.

Create lead items from referral webhooks into board