Real Estate: Create Deal And Task When Contact Is Interested In A Property


What's the best way to reach out to a contact when they express interest in a property?

By creating a deal and then assigning the deal owner to directly follow-up. By having your deal owner start the conversation personally early on, you already start to build the relationship between your client and the agent. By creating a deal, you are providing all the details a deal owner needs to know about the situation and the contact so they can reach out with an informed answer without wasting time making the client recap what they have already told you.

The automation is triggered when a contact submits your real estate interest form. The contact then has a deal created for them based on the information they provided and a task is generated for the deal owner to reach out.

Here's how this automation works:
1. The contact enters the automation when they submit your form to let you know they would like more information on a property.
2. The contact waits for five minutes at a wait step.
3. The contact reaches an Add Deal action and has a deal created.
4. The contact arrives at an Add Task action. A task is created for the deal owner to reach out personally to the contact.

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