Skip to content
Log inSign up
Templates
Add paid social leads to CRM contacts and notes

Add paid social leads to CRM contacts and notes

Your paid social leads arrive without full contact or property context, leaving agents unable to prioritize outreach. Leads are enriched and added to CRM for prioritized agent follow-up same day.

Add paid social leads to CRM contacts and notes

Overview

Paid social leads often arrive with inconsistent fields and little property context, which slows agent response and weakens pipeline conversion. This workflow enriches, de-duplicates, and logs each paid-social lead into your CRM within minutes so agents and lead coordinators can act the same day.

Add paid social leads to CRM contacts and notes