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Create real estate lead and assign follow-up plan

Create real estate lead and assign follow-up plan

Your ad and form leads arrive without CRM records, leaving agents no contact context. It creates contacts, attaches messages, and applies a follow-up plan so agents can respond same day.

Create real estate lead and assign follow-up plan

Overview

When ad and form leads skip manual intake, agents lose context and slow follow-up. This flow creates contacts, attaches the inbound message, and assigns a follow-up plan so agents can contact prospects same day.

Create real estate lead and assign follow-up plan