Send property lookup alerts to assigned local sales agents

Your property lookup sheet receives web lookups without routing, leaving agents without context and slowing follow-up. The workflow sends targeted email alerts so agents can respond within minutes.

Overview

Website property lookups often sit in spreadsheets and never reach the right agent; this workflow routes each new lookup to the assigned local sales agent so leads are contacted fast. Agents receive context-rich emails within minutes, improving first-touch speed and prioritization.