1.Detects new listing leads
Integrate BDX Leads and lead capture workflows to detect new listing leads for creating the right CRM contact record.
Add incoming buyer leads to CRM contact list
Automatically monitor new listing leads across BDX Leads and HubSpot. Create and update when email matches fail, interest properties import, or routing stage needs updateβso you can upsert contacts, store interest properties, and set agent routing without manual lead entry.
How this automation accelerates your lead follow-up
When new listing leads arrive, unassigned follow-up can cause missed timing and lost interest. This automation finds matching contacts, creates or updates CRM contacts, and sets routing propertiesβso your team can respond faster.
BDX Leadsor swap with your favorite app
2.Finds contact by email
Integrate HubSpot and CRM matching tools to search for an existing contact by the lead email to decide update vs create.
HubSpotor swap with your favorite app
3.Creates or updates contact
Integrate HubSpot and data mapping tools to create or update contact fields from lead name, phone, notes, and interest properties.
4.Sets contact routing properties
Integrate HubSpot and CRM lists to set owner or stage and add contacts to a follow-up list with routing details.
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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