Realtor Package
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      Realtor Pipeline Automations

      Learn about Realtor workflows and how to effectively utilize them

      Updated: March 17, 2025

       

      *Upon adding the Realtor Package to your account, three distinct workflows will be generated to facilitate automations.

       

      Realtor Workflow List:

      1. Realtor Cold Email Lead Action: When a recipient responds to your realtor cold email campaign that has been sent out, this workflow will be triggered.

        1. This workflow assigns a realtor to a user (if selected), then adds the email response from the realtor into the Notes section of the Opportunity Card. Following this, the automation generates a task for the assigned user to ensure timely follow-up and creates an Opportunity within the New Prospect stage of your Realtor Pipeline.

        2. The Opportunity Card will categorize this as "Realtor Cold Email" as the Opportunity Source.

          Realtor Cold Email


      2. Co-Branded ROI Realtor Form Workflow: Once you send out your Co-branded opt-in form to any realtor to complete and they fill the form out, this workflow will trigger an email that has a unique custom url that is specific to the realtor that is sent automatically to the contact who completed the form.



      3. Realtor Landing Page Form Notifications Workflow: When a form is submitted (not the co-branded opt-in form) on your Realtor landing page by someone seeking more information or expressing interest in a relationship of any kind, this automation will be triggered.