Create buyer CRM contact and send SMS follow-up
Create buyer CRM contact and send SMS follow-up
Your buyer sheet rows don't create CRM contacts or outreach context, so leads are left uncontacted. Get same-day broker responses by creating CRM contacts and sending an SMS.
Overview
When buyer leads land in your intake sheet they need to become actionable contacts immediately. This flow creates CRM contact records, sends a tailored SMS, and logs the lead so brokers can respond same day and keep the pipeline moving.