Create review request entries from CRM updates for brokers
Create review request entries from CRM updates for brokers
You miss broker review requests when a CRM review flag changes without follow-up. It logs the customer and creates a review contact so outreach happens same day.
Overview
When a CRM review flag flips, broker contacts can fall out of your outreach cadence and testimonial capture becomes reactive. This flow logs the contact and seeds your reviews platform so sales ops can request feedback same day, protecting reputation ahead of closings.