Keep lead master list current for real estate agents

Real estate agents miss smart-plan updates, causing outreach on stale contact info that risks showings and commissions. This workflow updates the lead master list so agents personalize outreach.

Overview

Stale lead records cause agents to follow up with outdated info and risk showings and commissions. This workflow captures every smart-plan action and updates the lead master list so agents always have current contact, subscription and activity data, enabling personalized outreach and fewer missed opportunities.

Notable Features

Update lead records on activity
Map subscription and contact fields
Notify agents of smart-plan actions