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Create or update CRM leads from borrower webhook events

Create or update CRM leads from borrower webhook events

You get borrower user payloads that leave contacts untracked and reps without needed context for outreach. Keep lead and account records updated so reps can contact prospects the same day.

Create or update CRM leads from borrower webhook events

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Overview

Stop leaving borrower contacts untracked and slow the manual handoffs that block outreach. This workflow turns incoming borrower webhooks into verified CRM leads or account updates, so reps get contact-ready records and can follow up the same day.

Create or update CRM leads from borrower webhook events