Create CRM contact and deal from web inquiry
Create CRM contact and deal from web inquiry
Your property inquiry form submissions arrive untracked, delaying valuations and owner outreach. Get contact and deal records created with property context so reps can follow up same day.
Overview
When website inquiries don't create CRM records, reps spend hours reconciling submissions and property details. This workflow captures the form submission as a contact and a deal, notifies owners, and sends the requester a confirmation so reps can follow up same day.