Add qualified buyer leads to CRM and notify teams
Add qualified buyer leads to CRM and notify teams
You get buyer form submissions without structured leads, causing delayed outreach and missed listings opportunities. Leads are created and agents notified so follow-up happens the same day.
Overview
Intake forms are only valuable when acted on quickly—slow handoffs mean missed listings and unhappy agents. This flow converts each buyer submission into a structured lead, updates your contact master and CRM, tags the record, and emails the right agent so follow-up happens the same day.