Create new lead records from property report submissions
Create new lead records from property report submissions
Your property report submissions lack tracking and context, delaying broker outreach and creating duplicates. It creates a lead and routes it to your tracker and CRM for same-day follow-up.
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Overview
Untracked property-report submissions delay first contact and create duplicate records that waste broker time. This flow captures each submission as a normalized lead, verifies against your sheet and CRM, then routes it to the assigned broker for same-day follow-up.