Update and flag bad form leads for owner review

You get web inquiry leads with bad emails or phones that block outreach and clutter your CRM. Flag those leads and notify the owner so they can triage or remove them same day.

Workflow preview:

Zap details:

Overview

Bad contact info from web inquiries wastes outreach time and clutters your CRM, especially in a solo brokerage. This workflow flags suspicious form leads, updates the CRM with an internal note, and alerts you so triage happens same day.