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Create and tag CRM contact when market tag added

Create and tag CRM contact when market tag added

Your market-tagged marketing contacts are missed by agents when they aren't added to the CRM. They get created and tagged for agent follow-up so local leads are actioned within minutes.

Create and tag CRM contact when market tag added

Overview

Tagged marketing contacts that never make it into the CRM create missed local opportunities and slow agent response. This workflow captures those tagged contacts, creates a CRM record, and tags it so agents can engage local new-construction leads within minutes.

Create and tag CRM contact when market tag added