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Create CRM deal and SMS alert from valuation form

Create CRM deal and SMS alert from valuation form

You receive valuation submissions missing photos and key context, delaying deal intake and inspection scheduling. It creates CRM deals, logs a tracker row, and sends an SMS same day.

Create CRM deal and SMS alert from valuation form

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Overview

Valuation form leads often arrive incomplete and sit unassigned, costing inspection slots and seller interest. This flow converts each submission into a CRM deal, logs it to your tracker, and sends an SMS so reps can schedule inspections the same day.

Create CRM deal and SMS alert from valuation form