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Create lead records from signup forms and notify agent

Create lead records from signup forms and notify agent

Your pre-construction signups lack agent context, delaying outreach and losing VIP interest. Capture each submission as a CRM lead and alert the assigned agent so follow-up occurs within minutes.

Create lead records from signup forms and notify agent

Overview

When pre-construction signups arrive without agent context, VIP prospects cool and follow-up stalls. This flow turns every form submission into a CRM lead, logs it for preview, and notifies the assigned broker so outreach happens within minutes.

Create lead records from signup forms and notify agent