Create CRM lead from digital registration form for visitors
Create CRM lead from digital registration form for visitors
Your digital registration submissions arrive untracked, leaving tour requests and visitor context siloed from sales. They become CRM leads so reps can contact prospects and schedule tours same day.
Overview
Unprocessed digital registrants are warm leads—don’t let them sit unread. This flow captures form submissions, normalizes tour preferences and realtor context, and creates CRM leads so reps get full contact and scheduling context within minutes for same-day outreach.