Create CRM contact from ad lead with dedupe

Your ad lead form submissions lack dedupe and owner context, causing agents to miss contacts and duplicate outreach. Get clean CRM contacts and assign owners for same-day follow-up.

Overview

Paid-search leads are time-sensitive for broker teams and lose value if they arrive duplicated or unassigned. This flow normalizes and deduplicates each ad lead, creates or updates a clean CRM contact, and notifies the assigned agent so outreach can happen the same day.