Add home valuation activity tags to contact records

Your CRM contacts miss valuation events, leaving agents without homeowner intent and context for outreach. The workflow tags matching contacts so agents see valuation context and act same day.

Overview

Valuation events are high-intent signals but often arrive without CRM context, so agents miss timely outreach. This flow attaches valuation signals directly to contact records, giving agents and the team leader clear, actionable context to follow up same day.