1.Detect saved-listing email match
Integrate Gmail, inbox monitoring, and email search to detect saved-listing email matches and start the workflow.
Create call tasks and outreach for saved property favorites
Automatically parse saved-listing email details across Gmail, AI by Zapier, Follow Up Boss, and Textmagic. Send and log outreach and call tasks when saved-listing emails arrive, so you can create contacts, add call tasks, and follow up without manual reporting.
How this automation creates call tasks for saved favorites
When saved-listing emails arrive, missed follow-up can slow showings and reduce conversions. This automation parses details, creates CRM records and call tasks, and sends email and SMSβso you can respond with timing accuracy.
Gmailor swap with your favorite app
2.Parse email for property details
Integrate AI by Zapier, email parsing tools, and data extraction to parse email body fields into contact and property details.
AI by Zapieror swap with your favorite app
3.Find or create matching contacts
Integrate Follow Up Boss, contact management, and CRM records to find or create contacts by parsed email.
Follow Up Bossor swap with your favorite app
4.Log note and call task
Integrate Follow Up Boss, task tracking, and CRM notes to create a note and a Call task from the parsed address and person.
5.Send outbound listing email
Integrate Gmail, email templating, and agent accounts to send an outbound email referencing the saved listing.
6.Send SMS showing prompt
Integrate Textmagic, SMS messaging, and language templates to send a bilingual SMS to the parsed phone number.
Textmagicor swap with your favorite app
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Capture complete sales records with automated email logging, meeting logging, and call logging
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Step 1
Connect your tools
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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