Real estate agents capture website sign-ins as CRM activity

Real estate agents miss follow-ups when website sign-ins go unrecorded, risking showings and commission. Create or update contact records and add a 'Logged in' note so agents follow up quickly.

Overview

Real estate agents lose showings and commission when website sign-ins aren't tracked. This workflow makes every sign-in create or update a CRM contact and logs a 'Logged in' activity so agents see fresh context and follow up faster. The result is fewer missed follow-ups and a clearer pipeline for your business.

Notable Features

Create or update contact records
Add 'Logged in' activity note
Notify assigned agent of activity