Automations

5 active automations · 1552 total runs

New Lead Auto-Response

Send WhatsApp message within 5 minutes of lead creation

Trigger: Lead CreatedAction: Send WhatsApp142 runs

Lead Score Update

AI recalculates lead score every 24h based on activity

Trigger: DailyAction: AI Score Update1240 runs

Follow-up Reminder

Notify agent if no contact with lead for 48h

Trigger: No Activity 48hAction: Send Notification86 runs

Deal Won Celebration

Send congratulatory email and request referral on deal won

Trigger: Deal WonAction: Send Email18 runs

Property Visit Reminder

Send calendar invite and property details 24h before visit

Trigger: Visit ScheduledAction: Send Calendar Invite34 runs

Weekly Pipeline Report

Email weekly pipeline summary to team every Monday at 9 AM

Trigger: Weekly MondayAction: Send Email Report32 runs

Welcome New Lead

Onboarding

3 steps

Nurture Sequence

Engagement

5 steps

Re-engagement Campaign

Retention

4 steps

Post-Close Follow-up

Retention

3 steps