DealMachine

CRM (Customer Relationship Management)

Assign new leads to team members in DealMachine automatically when new leads are added

Boost your team's efficiency with this DealMachine workflow. When a new lead pops up in DealMachine, this seamless process ensures that the lead gets assigned to a team member promptly. It saves time, ensures quicker response times, and increases the chances of converting prospective clients. Enhance your real estate prospecting process and never miss an opportunity with this efficient, automated system.

Boost your team's efficiency with this DealMachine workflow. When a new lead pops up in DealMachine, this seamless process ensures that the lead gets assigned to a team member promptly. It saves time, ensures quicker response times, and increases the chances of converting prospective clients. Enhance your real estate prospecting process and never miss an opportunity with this efficient, automated system.

  1. When this happens...
    DealMachineDealMachine
    New Lead

    Triggers when a new lead is added to your team's DealMachine account.

    TriggerInstant
  2. automatically do this!
    DealMachineDealMachine
    Assign Lead to Team Member

    Assign a lead to a team member.

    ActionWrite
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Supported triggers and actions

  • DealMachine triggers, actions, and search

    New Lead

    Triggers when a new lead is added to your team's DealMachine account.

    Trigger
    Instant
    Try It
  • DealMachine triggers, actions, and search

    Lead Status Change

    Triggers when a status changes for a property.

    Trigger
    Instant
    Try It
    • Lead IDRequired

    • List IDsRequired

    Action
    Write
    • Lead IDRequired

    • Team Member IDRequired

    Action
    Write
  • DealMachine triggers, actions, and search

    New Team Member

    Triggers when a new team member is added to your team.

    Trigger
    Polling
    Try It
    • Address Line 1 (Parsed Address)

    • Address Line 2 (Parsed Address)

    • City (Parsed Address)

    • State (Parsed Address)

    • Zip Code (Parsed Address)

    • Latitude (Lat/Lng)

    • Longitude (Lat/Lng)

    • Full Address (Full Address)

    Action
    Write
    • Lead IDRequired

    • Tag IDsRequired

    Action
    Write
    • Lead IDRequired

    • NoteRequired

    Action
    Write
dealmachine logo
dealmachine logo

About DealMachine

DealMachine intelligently automates your REI marketing process. Simply take a picture of a property with your smartphone and DealMachine looks up the owner and sends highly personalized mail.

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier