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Add new form leads to agent CRM and sheets

Add new form leads to agent CRM and sheets

Your property form entries pile up without agent routing, delaying callbacks and listings. You get CRM records, agent emails, and spreadsheet rows created same day.

Add new form leads to agent CRM and sheets

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Overview

Form leads for properties often sit untriaged and reduce agent response rates. This flow captures each submission, dedupes and creates a CRM contact, logs the lead for reporting, and fires an immediate agent email so reps can call the same day.

Add new form leads to agent CRM and sheets