Add new buyer leads to marketing CRM and alert owner
Add new buyer leads to marketing CRM and alert owner
Your new lead records lack marketing tags and owner context, causing slow campaign enrollment and delayed loan follow-up. Add and tag each lead so marketing and loan officers can act the same day.
Workflow preview:
Zap details:
Overview
When new buyer leads arrive without property context, marketing and loan officers can’t prioritize outreach and opportunities are missed. This flow captures each contact into marketing, enriches property details, and texts the assigned owner so follow-up happens the same day.