Mark CRM contacts as unsubscribed from form and alert team
Mark CRM contacts as unsubscribed from form and alert team
Your unsubscribe form responses aren’t in the CRM, letting agents contact opted-out prospects. They get marked and logged with team alerts, stopping outreach same day.
Overview
Unsubscribe submissions that never reach the CRM cause reps to contact opted-out homeowners and create compliance risk. This flow marks unsubscribes, logs a pinned note on the contact, and notifies sales operations and compliance so outreach stops the same day.