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Update contact stage and apply action plan from form

Update contact stage and apply action plan from form

Appointment form submissions don't update contacts, leaving agents unprepared for scheduled calls and follow-up. This updates contact records so agents can act immediately, enabling same-day handoffs.

Update contact stage and apply action plan from form

Overview

When appointment forms arrive, agents and ops often lack the context needed to prepare and hand off leads. This flow immediately updates contact stages and applies buyer or seller plans so agents get the right next steps within minutes, enabling same-day handoffs.

Update contact stage and apply action plan from form