Send property viewing messages and create contact record
Send property viewing messages and create contact record
You get new lead records without immediate outreach, so prospects miss viewing links or agent context. The workflow ensures leads get emailed, messaged, and a contact record is created for agents within minutes.
Workflow preview:
Zap details:
Overview
Online lettings leads cool down fast if they don't receive viewing information immediately; this flow sends viewing emails and SMS and creates a contact record so agents have context. Expect leads contacted and flagged for follow-up within minutes, giving agents the context they need to convert viewings.