1.Catches new property inquiry
Integrate AgentFire and lead form data to catch new property inquiry details like source submission ID.
Create leads from website property inquiry form submissions
Automatically catch new property inquiry across AgentFire, Paths by Zapier, and Zoho CRM. Route qualifying records, create CRM leads, and alert assigned brokers when property inquiry submitted, website lead captured, or new form submission happensβso you can reduce manual follow-up and reporting.
How this automation routes new inquiries to the right broker
When a new property inquiry lands from a website form, delays can stall broker response and handoffs. This automation catches submissions, routes only qualifying records, creates CRM leads, sends SMS alerts, and updates lead countersβso your team can respond fast and report clearly.
AgentFireor swap with your favorite app
2.Routes qualifying records
Integrate Paths by Zapier and conditional routing to continue only qualifying records based on the submitted agent selection.
Paths by Zapieror swap with your favorite app
3.Creates CRM lead with property context
Integrate Zoho CRM and CRM mapping to create lead records with property fields, source ID, and owner assignment.
Zoho CRMor swap with your favorite app
4.Sends SMS broker alert
Integrate SMS by Zapier and mobile notifications to send an SMS to the assigned broker with a new inquiry summary.
SMS by Zapieror swap with your favorite app
5.Updates lead counter for reporting
Integrate Zapier Tables and reporting tables to update the assigned agent lead counter for weekly rollups.
Zapier Tablesor swap with your favorite app
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Step 1
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Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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