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Create new lead records from broker form submissions

Create new lead records from broker form submissions

Your funding inquiries arrive unrecorded, delaying outreach and lowering conversion. Capture and route complete lead records to sales so they can respond within minutes.

Create new lead records from broker form submissions

Overview

Inbound funding inquiries must become actionable leads immediately or your brokers chase stale contacts. This flow captures webhook submissions, normalizes and deduplicates them, and upserts them into your CRM so brokers can engage within minutes.

Create new lead records from broker form submissions