Add research event notes to CRM lead records
Add research event notes to CRM lead records
Your property report events arrive without CRM notes, leaving agents without context for outreach. Agents get full property context and recent activity the same day.
Overview
When property-report events don't land on lead records, agents miss context and outreach is delayed. This flow appends cleaned event notes to matching lead records so listing agents and marketing ops see property context the same day and can act immediately.