What's the secret power to automating your business?
Automating not just front facing processes like messaging, but also automating your back end processes to save your team time and energy. When a contact submits paperwork on a house, automate your pipeline to move them along and create a task to review the submission.
This automation is triggered when a contact submits paperwork for a property they are interested in. Their deal is then moved to the appropriate stage in your pipeline and a task to look over the paperwork and reach out directly is created.
Here's how this automation works:
1. The contact enters the automation when they are tagged as having submitted paperwork.
2. The contact then moves to a Move Deal Stage action and their deal is moved to the appropriate stage in your CRM.
3. The contact arrives at an Add Task action and a task is created for them to look over the information provided and reach out to the contact.
