Skip to content
Log inSign up
Templates
Create new lead from incoming referral webhook payload

Create new lead from incoming referral webhook payload

When referral payloads arrive by webhook, intake lacks standardized fields and reps enter leads manually. Create enriched leads for reps to qualify and contact same day.

Create new lead from incoming referral webhook payload

Overview

Inbound referral payloads often arrive unstructured and sit untriaged, costing time and missed conversations. This flow converts webhook referrals into CRM leads and alerts reps so they can qualify and reach out within minutes for same-day follow-up.

Create new lead from incoming referral webhook payload