How to keep your referral lead sources updated automatically?

September 15, 2022
By Scott Sillari

When you get referral leads from systems such as HomeLight, Dave Ramsey Leads, Opcity, Ojo Leads, etc., updating those leads in the respective systems is a long and painful process...especially if you get hundreds of them every month.

These referral platforms have no interest in building an API that enables you to push data back into their system.

As a result, you will need to log in and manually update lead data such as lead status and notes which…let’s be honest…it’s a pain!!

So how are we going to solve this problem?

Our partners at Cast Services built an AI-based system that updates lead activity from the referral system to your CRM. The AI will do the updates for you based on the criteria you have set up. As a result, you no longer have to enter manual data and worry about lost leads.

We recently did a webinar with Cast Services about their AI system. I recommend you watch it since we shared real-world case studies on how AI is used.

If you want to learn more about this option reach out to us, and we can connect you with Cast Services.


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