How to connect OffAlerts + DealMachine
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- New Monitor EventTriggers when a new monitor event triggers.Trigger
- New Email Address for LeadTriggers when a new email address is added to a lead on your account (Via skip trace, etc.).Trigger
- New LeadTriggers when a new lead is added to your team's DealMachine account.Trigger
- New Phone Number for LeadTriggers when a new phone number is added to a lead on your account (Via skip trace, etc.).Trigger
- New Team MemberTriggers when a new team member is added to your team.Trigger
- Add LeadAdd a lead to your team's DealMachine account.Action
- Add Lead to ListAdd a lead to a list.Action
- Add Tags to LeadAdds tags to a lead.Action
- DealMachine
Assign a lead to a team member.
Scheduled
Action
- DealMachine
Creates a note for a lead.
Scheduled
Action
- DealMachine
Ends the current mail sequence for a lead.
Scheduled
Action
- DealMachine
Pauses the current mail sequence for a lead.
Scheduled
Action
- DealMachine
Removes a lead for a list.
Scheduled
Action
- DealMachine
Removes tags from a lead.
Scheduled
Action
- DealMachine
Starts a mail sequence for a lead. If no mail sequence ID is provided, the team's default mail sequence will be selected.
Scheduled
Action
- DealMachine
Updates a custom field for a lead.
Scheduled
Action
- DealMachine
Updates the status for a lead.
Scheduled
Action
How OffAlerts + DealMachine Integrations Work
- Step 1: Authenticate OffAlerts and DealMachine.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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