Add showing requests to CRM and showing log
Add showing requests to CRM and showing log
Your showing emails lack structured contact and appointment details, causing missed confirmations and messy logs. Contacts and showing records are created for your team the same day.
Overview
When showing requests arrive by email, key details often sit unstructured and confirmations get delayed. This flow extracts contact and appointment info, logs the showing to your shared sheet, creates or updates the contact, and sends a same-day confirmation so your team can act immediately.