Workflow templates / Sales & leads
Home buyer or seller intake
Buy or sell, area, email.
Works with: Any channel
How it works
- A customer sends your keyword.
- It asks 3 quick questions and saves the answers.
- Your team gets a note and takes over.
Steps in the workflow: Trigger, Send message, Wait for reply, Set contact field, End, Send message, Wait for reply, Set contact field, Send message, Wait for reply, Condition, Set variable.
Who it is for
Real estate teams.