Create CRM lead and alert team from portal enquiry
Create CRM lead and alert team from portal enquiry
Your portal enquiries land without CRM records or context, slowing follow-up and causing missed viewing opportunities. Get a CRM contact created and team alerts sent, enabling same-day follow-up.
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Overview
Portal enquiries often arrive untracked and slow your leasing team’s response. This flow turns each enquiry into a CRM contact and pushes an email plus an SMS to the team, enabling same-day outreach and fewer missed viewings.