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Create agent follow-up task for each viewed property

Property view events arrive without owner context, leaving buyers unaddressed and listings without outreach. The workflow creates or updates a follow-up item so agents can act same day.

Create agent follow-up task for each viewed property

Workflow preview:

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Overview

When a prospect views a listing, your agents need context fast or interest goes cold. This workflow converts each view into a follow-up item so listing agents and coordinators have what they need to act same day.

Create agent follow-up task for each viewed property