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Create or update CRM contacts from new leads

Create or update CRM contacts from new leads

Your lead forms and property context arrive fragmented, leaving agents without address or assignment for outreach. Keep contacts deduplicated and property-aware so agents can start outreach same day.

Create or update CRM contacts from new leads

Overview

When marketing leads arrive without property context or assignment, agents can't follow up and opportunities stall. This flow creates or updates CRM contacts with address, tags, and a local mapping so agents receive clean, assigned leads for same-day outreach.

Create or update CRM contacts from new leads