Capturing hot leads in real-time is crucial for maximizing conversion rates. Agent CRM allows you to set up instant notifications based on how a potential client answers specific questions in an online survey form. Here’s a step-by-step guide to configuring these notifications so you can follow up with high-priority leads immediately.

Why Set Up Immediate Notifications?

  • Timely Follow-Ups: Increase your chances of conversion by responding quickly.
  • Focus on High-Quality Leads: Prioritize leads who express strong interest or match your target criteria.
  • Streamlined Workflow: Automate notifications so no opportunity slips through the cracks.

Step-by-Step Guide to Setting Up Hot Lead Notifications

  1. Create or Update Your Online Survey Form

    • Log in to Agent CRM and navigate to Forms.
    • Either create a new form or edit an existing one to include questions that qualify leads as “hot.”
    • For example, include a question like: “Are you ready to purchase in the next 30 days?”

  2. Set Up a Workflow for Notifications

    • Go to Automation and click + Create Workflow.
    • Choose the form submission as your trigger:
      • Select Form Submitted as the trigger type.
      • Specify the form you want to monitor for hot leads.

  3. Add a Conditional Filter

    • Add a condition to evaluate the responses to key survey questions:
      • Example: If the answer to “Are you ready to purchase?” is “Yes,” proceed to the next step.

  4. Create a Notification Action

    • Add an Internal Notification action to alert you or your team:
      • Choose the method of notification, such as Email or SMS.
      • Draft a concise message including lead details:
        • Example: “Hot Lead Alert! {{contact.first_name}} is ready to purchase. Call now at {{contact.phone}}.”

  5. Test the Workflow

    • Submit a test form response to ensure the workflow triggers notifications as expected.

  6. Activate the Workflow

    • Once the test is successful, activate the workflow. You will now receive instant notifications when a hot lead submits a form.

Pro Tips for Managing Hot Leads

  • Respond Quickly: Call or message hot leads within minutes to increase conversion rates.
  • Use Tags: Automatically tag hot leads for easier tracking and prioritization.
  • Monitor Workflow Performance: Review metrics to ensure notifications are being sent and acted upon promptly.

Learn More

Explore more ways to maximize your Agent CRM workflows:

Bonus Resource: Watch and Learn

 

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