Go to SweepBright
All Collections
Automations

Automations

Automate boring tasks so you can spend your time on closing more deals

Xavier avatar Christophe avatar
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
Xavier avatar
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
Xavier avatar
Written by Xavier
Updated over a week ago

Create Property Action on Zapier

Find out how to use the Create Property action on Zapier
Xavier avatar
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
Christophe avatar
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
Christophe avatar
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
Christophe avatar
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
Christophe avatar
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
Christophe avatar
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
Christophe avatar
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
Christophe avatar
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
Christophe avatar
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
Christophe avatar
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
Christophe avatar
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
Christophe avatar
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
Christophe avatar
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
Christophe avatar
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
Christophe avatar
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
Christophe avatar
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
Christophe avatar
Written by Christophe
Updated over a week ago