1.Monitor seller concierge engagement
Integrate Celebrity Agent to extract seller concierge engagement fields and map contact info for CRM-ready records.
Create lead and log seller report engagement in CRM
Automatically catch seller concierge engagement across Celebrity Agent and CRM tools. Create and log engagement when seller-report interactions happenβso you can normalize details, create contacts, and add notes to your CRM without manual data entry.
How this automation captures seller-report context
When seller concierge engagement happens, delays can leave leads without the right context for outreach. This automation extracts details, normalizes fields, creates contacts, and logs engagement notesβso your team can act fast with clean CRM records.
Celebrity Agentor swap with your favorite app
2.Normalize phone and email
Integrate Formatter by Zapier, email tools, and data formatting to standardize phone and email for CRM ingestion.
Formatter by Zapieror swap with your favorite app
3.Creates a lead contact
Integrate Follow Up Boss and CRM management to create or match a contact and set lead stage fields.
Follow Up Bossor swap with your favorite app
4.Logs seller report note
Integrate Follow Up Boss and note tracking to create an engagement note with subject and timestamp on the contact.
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