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For real estate marketing: Add Discovery leads to nurture

For real estate marketing: Add Discovery leads to nurture

Marketing coordinators miss 'Discovery Series Sent' contacts, letting prospects leave nurture and risking lost commissions. This workflow keeps those prospects in nurture sequences so marketing triggers send scheduled campaign emails.

For real estate marketing: Add Discovery leads to nurture

Overview

When 'Discovery Series Sent' prospects slip off the pipeline, nurture momentum stalls and deals can cool, putting commissions at risk. This workflow captures and updates those contacts into your nurture lists so marketing triggers run as intended, ensuring scheduled campaign emails are delivered and reducing missed follow-ups.

Notable Features

  • Add contacts to nurture lists
  • Update contact records from board
  • Notify marketing of new prospects

For real estate marketing: Add Discovery leads to nurture