Automations
Build automated workflows with triggers and actions. Drip sequences, pipeline automations, and multi-channel follow-up on autopilot.
If this, then that, for your entire REI business.
Triggers: What Starts an Automation
Automations fire when something happens. Choose your trigger.
New Lead Added
When a lead enters the system from any source
Pipeline Stage Change
When a deal moves to a new stage
Tag Added/Removed
When a tag is applied or removed from a contact
Date-Based
On specific dates, follow-up deadlines, or anniversaries
Call Outcome
After a call with specific disposition (no answer, callback, etc.)
SMS Reply
When a contact replies to a text message
Email Open/Click
When a contact opens or clicks an email link
Form Submission
When someone fills out a web form
Actions: What Happens Next
Stack multiple actions in sequence with wait steps between.
Send SMS
Send Email
Drop Voicemail
Send Direct Mail
Create Task
Move Pipeline Stage
Add/Remove Tag
Update Field
Send Notification
Wait/Delay
Example Automations
New Lead Welcome
Immediate engagement with every new lead.
Trigger: New lead added
No-Answer Follow-Up
Automated follow-up for missed calls.
Trigger: Call outcome = No Answer
Contract Signed
Kick off closing process automatically.
Trigger: Pipeline stage = Under Contract
Long-Term Nurture
Stay top of mind until they're ready.
Trigger: Tag = Not Ready Yet
Visual Workflow Builder
Build automations visually. No code required. Drag triggers, add actions, set conditions, and watch your workflows run.
- →Drag-and-drop interface
- →Conditional branching (if/then/else)
- →Test mode to preview before going live
- →Execution logs to see what fired
Build once, run forever. Your follow-up on autopilot.