Add parsed email leads to CRM with tags

Incoming parsed lead emails lack delivery-day context, so outreach timing is unclear and opportunities are missed. Adds contacts with weekend and holiday tags and notifies you for same-day follow-up.

Add parsed email leads to CRM with tags

Overview

When leads arrive over weekends or holidays, your small brokerage can miss timely outreach and revenue opportunities. This flow captures parsed email leads, tags them by delivery day or holiday status, and alerts you so follow-up happens the same day.

Add parsed email leads to CRM with tags