For real estate agents: schedule site visits from new leads

Real estate agents lose showings and risk commissions when new-lead info isn't handed to ops. It creates a scheduled job with full lead details so ops book site visits and avoid missed opportunities.

Overview

Missed showings cost commissions and manual handoffs leave agents scrambling. This workflow turns new CRM leads into scheduled service requests with full lead context, enabling operations to book site visits and eliminate missed follow-ups. Customers report faster handoffs and cleaner lead data flowing to ops.

Notable Features

Create service requests with lead details
Attach lead contact and inspection notes
Notify operations of new requests