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Automations

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

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16 articles in this collection
Written by Christophe
Direct Marketing

Add new leads to your direct mailing program as subscribers

Add new leads from SweepBright to a MailChimp list
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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Written by Christophe
Updated over a week ago