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Automations
Automations
Automate boring tasks so you can spend your time on closing more deals
19 articles in this collection
Written by
Xavier
and
Christophe
Link Contact to Property Action on Zapier
Find out how to use the Link Contact to Property action on Zapier
Written by
Xavier
Updated over a week ago
Find or Create Contact Action on Zapier
Learn how to use the Find or Create Contact Action on Zapier
Written by
Xavier
Updated over a week ago
Create Property Action on Zapier
Find out how to use the Create Property action on Zapier
Written by
Xavier
Updated over a week ago
Direct Marketing
Add new leads to your direct mailing program as subscribers
Add new leads from SweepBright to a MailChimp list
Written by
Christophe
Updated over a week ago
Send a new welcome video for each new lead
Add new SweepBright leads to a BombBomb.com list
Written by
Christophe
Updated over a week ago
Post successfully sold listings on social media automatically
Post to your Facebook Page when properties in SweepBright are sold or rented
Written by
Christophe
Updated over a week ago
Put a sneak preview on your social media channels immediately after you signed a mandate
Post to your Facebook Page when properties in SweepBright becomes available
Written by
Christophe
Updated over a week ago
CRM
Send a personalised sms to your lead a few hours after his visit
Send a text message with ClickSend after a visit is registered in SweepBright
Written by
Christophe
Updated over a week ago
Send a personalised e-mail to the buyer asking for referrals
Send a mail via Gmail when the status of a property is set to available in SweepBright
Written by
Christophe
Updated over a week ago
Send mail when a new mandate is signed with next steps
Send a mail to the vendor via gmail when the status of a listing changes to available in SweepBright
Written by
Christophe
Updated over a week ago
Send a message after a visit to the lead with feedback form
Register a visit in SweepBright to send a feedback form with Gmail
Written by
Christophe
Updated over a week ago
Send a reminder sms a few hours before a planned visit
Send a message to a lead with Clicksend when a visit is scheduled in SweepBright
Written by
Christophe
Updated over a week ago
Thank the vendor with a personalised postcard a few weeks after closing
Send a postcard with ClickSend after the status of a listing is changed to sold in SweepBright
Written by
Christophe
Updated over a week ago
Lead Capturing
Capture leads during events or open homes via info form
Add new SweepBright leads from a Typeform entries
Written by
Christophe
Updated over a week ago
Push incoming leads from chat application
Create SweepBright leads when email addresses are added to leads in Intercom
Written by
Christophe
Updated over a week ago
Communication
Automatically inform your team of a new listing
Send Slack message when a new mandate is signed in SweepBright
Written by
Christophe
Updated over a week ago
Task Management
Generate tasks and assign them to your team members
Create a Trello card when a new mandate is signed in SweepBright
Written by
Christophe
Updated over a week ago
Add a calendar reminder before the end of a mandate.
Add a reminder to Google Calendar before a mandate ends in SweepBright
Written by
Christophe
Updated over a week ago
Send reminder to the negotiator after a visit to follow-up
Add calendar reminder after a visit to follow-up
Written by
Christophe
Updated over a week ago