Can territory-check activity be pushed to a CRM and trigger follow-up?
Yes. Territory Check results can be sent to your CRM, where they can trigger follow-up automation.
How it works
Each completed check creates a record with the request details, such as the broker or consultant, the candidate, the requested location, and the result.
That record can be passed to your CRM through Zapier or another configured integration.
Your CRM can then trigger the next step based on the result, such as an email, a text, a phone task, or an action plan.
Examples of result-based automation
Available: notify the development team and start a candidate follow-up sequence.
Unavailable: send nearby alternatives, if your rules allow it, or log the request for future planning.
Manual review: create a task for your team to review the request.
What to know
The exact workflow depends on your CRM and how it is configured.
Territory Checks connect with Zapier, and native integrations with common CRMs are planned.
Every check is also recorded in Territory Checks > Request History, and reporting can be exported to Excel.
Contact your Brand Director to plan the integration that fits your CRM.
