CRM, Zapier, and follow-up
- Send recovered leads into your home-service CRM with Zapier
- Zapier troubleshooting and manual redelivery
- Create a manual review queue
- Smartlead email follow-up basics
- Postcard follow-up for recovered homeowners
- Zapier field reference
- Meta/Facebook retargeting basics
- CRM dedupe and matching rules
- Internal owner alerts and iMessage