Create CRM lead and property note from alerts
Create CRM lead and property note from alerts
Your property alerts arrive without CRM contacts or vacancy/auction context, so agents call with incomplete information. You get enriched leads and linked property notes ready for same-day outreach.
Overview
Property alerts that don't land in your CRM leave reps calling blind and waste top-of-funnel momentum. This flow converts each alert into a complete lead record with cleaned parcel IDs and a detailed property note, giving agents outreach-ready context within minutes.