When an agent uses the "Update Lead in AgentLocator" action for the AgentLocator CRM, leads will now be matched by email instead of lead ID. This will make the functionality more useful to agents. Additionally, agents will be able to add tags to updated leads, in the same manner as when using the action "Create Lead in AgentLocator".
Key Features:
- Lead Matching by Email:
- Leads will now be found and updated based on their email address rather than their unique lead ID.
- This method simplifies the process of updating lead information, especially when the lead ID is not readily available.
- Adding Tags to Updated Leads:
- Agents will have the ability to add tags to updated leads.
- This functionality is identical to that available when creating new leads, allowing for better organization and segmentation of leads.
Benefits:
- Improved Usability: Using email to match leads allows agents to update information more easily and with fewer obstacles.
- Better Organization: Adding tags during lead updates enables better classification and more effective tracking of interactions with leads.
- Time Savings: The ability to quickly update lead information without needing the lead ID allows agents to work more efficiently and productively.
How to Use:
- Updating Leads:
- When using Zapier to update a lead in the AgentLocator CRM, select the "Update Lead in AgentLocator" option.
- Ensure you provide the lead's email address to ensure correct matching.
- Adding Tags:
- When updating a lead, add relevant tags in the designated fields.
- Tags will help categorize and segment leads for more targeted follow-up actions.
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