Create new Keller Williams Command contacts or leads from new AgentLocator leads
When a new lead comes in through AgentLocator, swiftly and seamlessly move this data to Keller Williams Command with this workflow. It can carve out valuable time from your data entry tasks and ensure all leads are immediately recorded in Keller Williams Command as contact or lead. Transform your real estate lead management system with this powerful process.
When a new lead comes in through AgentLocator, swiftly and seamlessly move this data to Keller Williams Command with this workflow. It can carve out valuable time from your data entry tasks and ensure all leads are immediately recorded in Keller Williams Command as contact or lead. Transform your real estate lead management system with this powerful process.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Contact or Lead
Creates a new contact.
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New Lead
Triggers when a new lead is created.
Try ItFirst NameRequired
Last Name
EmailRequired
Phone
Source
Lead Type
Pipeline
Tags
Site
Status
Timestamp
Description
Create Contact or Lead
Creates a new contact.
Update Lead
Triggers when a lead is updated.
Try ItLeadIdRequired
First NameRequired
Last Name
EmailRequired
Phone
ExternalId
Description
Create MC Recruits
Creates a new MC recruit.