1.Monitors new lead listings
Integrate Luxury Presence and website forms to detect incoming listing inquiries and surface submission fields and listing context.
Add website leads to CRM as contact events
Automatically monitor incoming listing inquiries across Luxury Presence and CRM tools. Create and update when qualifying listing sources and inquiry details arriveβso you can filter leads, create contact events, and brief agents without manual data entry.
How this automation creates actionable CRM contact events
When new listing inquiries come in, agents miss context and follow-up loses momentum. This automation filters qualifying sources and creates standardized contact events in your CRMβso your team can act on each lead instantly.
Luxury Presenceor swap with your favorite app
2.Filters qualifying listing sources
Integrate Filter by Zapier and source rules to continue only for qualifying listing sources to route the lead to the CRM step.
Filter by Zapieror swap with your favorite app
3.Creates contact event in CRM
Integrate Follow Up Boss and contact event workflows to find or create people and create a standardized inquiry event with mapped fields.
Follow Up Bossor swap with your favorite app
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Step 1
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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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