Send tagged brokerage contacts to partner lead intake

You tag contacts for partner intake but manual handoffs delay agent outreach and create duplicate entries. Send standardized contact data to intake so agents can follow up same day.

Overview

When tagged contacts sit in your CRM without an automated handoff, agents miss first-contact windows and duplicate entries pile up. This flow routes tagged contacts to your partner intake with standardized fields so agents can follow up same day and handoffs happen smoothly.