Real estate agents capture tagged leads into CRM reliably

Licensed real estate salespersons missing tagged leads lose showings and commission. This workflow adds or updates tagged leads in your CRM so agents own records and act quickly.

Overview

Missed tagged leads translate to lost showings and commission for agents. This workflow captures and assigns those leads in your CRM, eliminating duplicate records and ensuring agents have ownership and marketing-status data so follow-ups happen without delay.

Notable Features

Route tagged leads to CRM
Match existing contacts by email
Set owner and marketing status