Add interested listing to contact record from CRM notes

Your buyer lead notes often hide property interests, leaving agents without target listings for follow-up. Link notes to contact listing fields so agents get context and follow up same day.

Overview

Notes left on buyer records frequently contain property addresses or interest hints that never surface in the contact profile, leaving brokers without context. This flow extracts that interest, finds the matching listing, and writes it to the contact so your agents have listing context for same-day outreach.