Update leads in AgentLocator and promptly create contacts or leads in Keller Williams Command
Stay ahead in your lead management process with this simple workflow. Whenever updates occur in AgentLocator, this activates a corresponding adjustment of an existing contact or lead in Keller Williams Command. This handy process keeps your client database constantly up-to-date, minimizing manual data entry and aiding in nurturing potential customer relationships. Harness this automated workflow to stay proactive in your real estate business without the need for extra effort.
Stay ahead in your lead management process with this simple workflow. Whenever updates occur in AgentLocator, this activates a corresponding adjustment of an existing contact or lead in Keller Williams Command. This handy process keeps your client database constantly up-to-date, minimizing manual data entry and aiding in nurturing potential customer relationships. Harness this automated workflow to stay proactive in your real estate business without the need for extra effort.
- When this happens...Update Lead
Triggers when a lead is updated.
- 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.