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Create term sheet records from webhooks and assign owner

Create term sheet records from webhooks and assign owner

Your term sheet webhooks come in unformatted and without CRM linkage, slowing lease assessments. You get formatted, owner-assigned term sheet records linked to CRM for same-day review.

Create term sheet records from webhooks and assign owner

Overview

Raw assessment webhooks often arrive unstandardized and unlinked to CRM, which stalls lease reviews and frustrates leasing managers. This workflow standardizes currency and location lookups, creates a single term sheet record tied to the deal, and assigns an owner so your team can action reviews same day.

Create term sheet records from webhooks and assign owner