Homes Made Easy + Pipeline CRM

Invite new persons to prospects in Homes Made Easy when added to Pipeline CRM

When a new individual joins your Pipeline CRM system, this workflow saves you time by instantaneously sending an invitation to that prospect through Homes Made Easy. This efficient process ensures that every fresh contact is promptly welcomed and engaged with in your real estate business. As a result, your engagement process becomes seamless and effective, aiding in propelling your venture for optimal growth.

When a new individual joins your Pipeline CRM system, this workflow saves you time by instantaneously sending an invitation to that prospect through Homes Made Easy. This efficient process ensures that every fresh contact is promptly welcomed and engaged with in your real estate business. As a result, your engagement process becomes seamless and effective, aiding in propelling your venture for optimal growth.

  1. When this happens...
    Pipeline CRMPipeline CRM
    New Person

    Triggers when a new person, lead, or contact is created in your PipelineDeals account.

    TriggerInstant
  2. automatically do this!
    Homes Made EasyHomes Made Easy
    Invite Prospect

    Used to invite a new Prospect

    ActionWrite
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Supported triggers and actions

    • Stage

    • Status

    • Source

    Trigger
    Instant
    Try It
    • Status

    • Source

    • Stage

    Trigger
    Instant
    Try It
    • Person ID

    • Category

    • Deal ID

    • Company ID

    • Content

    • User ID

    • File URL

    Action
    Write
    • NameRequired

    • Description

    • All Day?

    • Due Date

    • Association Type

    • Association ID

    • Category

    • Owner ID

    Action
    Write
homes-made-easy logo
homes-made-easy logo

About Homes Made Easy

Homes Made Easy is a revolutionary real estate app platform allowing you to capture, trap and track prospects.

Related categories

  • Website & App Building
pipelinedeals logo
pipelinedeals logo

About Pipeline CRM

Simple and useful CRM software in the cloud. Sell more today with sales tracking software. Our CRM software will help organize, track, and manage your deals, leads, and contacts.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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