Create CRM deals and tasks from website leads

Your property inquiry forms often lack address or rent details, so reps can't prioritize leads quickly. Create structured deals and assign verification tasks so reps act same day.

Create CRM deals and tasks from website leads

Overview

When website property enquiries arrive without context, your reps lose time on manual entry and slow outreach. This flow converts each submission into a CRM person, deal and verification task so reps get full property context and can respond the same day.

Create CRM deals and tasks from website leads