Add web inquiry leads to sheet and notify team
Add web inquiry leads to sheet and notify team
You get property inquiry submissions that aren't logged, so follow-ups and broker handoffs stall. Capture each inquiry to a central sheet, create a CRM contact, and alert stakeholders same day.
Overview
Manual lead handling slows campaign momentum and costs you prospects; this flow captures every web inquiry into a central sheet, creates a CRM contact, and emails the right stakeholders so follow-ups happen same day. Implementing it clears handoff friction and makes outreach measurable and timely.