Skip to content
Templates
Add incoming property enquiries into CRM and campaign lists

Add incoming property enquiries into CRM and campaign lists

You have property enquiries sitting unlogged, leaving agents without contact context and delaying follow-ups. Turn enquiries into CRM records and campaign enrollments for same-day outreach.

Add incoming property enquiries into CRM and campaign lists

Workflow preview:

Zap details:

Overview

Property portal enquiries often arrive continuously and lose value if they aren't captured into your CRM and campaigns quickly. This flow turns each enquiry into a CRM contact or lead and enrolls it in the right campaign so reps can act within business hours and preserve same-day response windows.

Add incoming property enquiries into CRM and campaign lists