Create new property lead and send welcome email
Create new property lead and send welcome email
Your lead spreadsheet leaves contacts untracked and agents without outreach context. The workflow creates CRM leads and sends a tailored property email so agents can follow up same day.
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Overview
When spreadsheet enquiries pile up, viewings and offers slip through because agents lack a consistent handoff. This flow turns each updated row into a CRM lead, assigns an owner and launches a tailored property email so your team can follow up same day.