Create new lead and schedule initial call task

Your web leads arrive without contact or property context, leaving agents unprepared and outreach delayed. Agents get a contact, property note, and scheduled call so they can follow up same day.

Workflow preview:

Zap details:

Overview

Unstructured web leads cost time and momentum; your agents often start outreach without property context. This flow captures lead and property details, creates a note, assigns an agent and schedules the initial call so reps can contact prospects same day.