Add new signups to agent lead list and notify owner
Add new signups to agent lead list and notify owner
Your signup form responses sit untriaged, leaving pre-construction leads uncontacted and interest untracked. You receive cleaned leads in CRM and agent sheets for same-day outreach.
Workflow preview:
Zap details:
Overview
When signup forms are left untriaged, brokers miss first-contact windows and VIP opportunities. This flow captures each signup into your CRM, logs it on the agent sheet, and notifies the assigned agent so follow-up happens same day.