Skip to content
Templates
Create CRM deal from social lead for sales

Create CRM deal from social lead for sales

Your property lead form submissions arrive without CRM deals, leaving interested buyers untracked and site visits unbooked. Leads become CRM deals for sales reps to contact the same day.

Create CRM deal from social lead for sales

Overview

For a small real estate team, every ad inquiry is an opportunity to book site visits and move escrow forward. This flow records leads as deals, deduplicates contacts, and alerts owners so reps can follow up the same day and keep the pipeline moving.

Create CRM deal from social lead for sales