Lead Management & Customer OnboardingPurpose
1.2. Automatically update agents and team members on progression and pending actions.
1.3. Ensure timely follow-ups, reducing lead loss due to delayed response.
1.4. Consolidate all lead information and interactions in a central digital trail for oversight and accountability.
1.5. Create automated, multi-channel alerts (email, SMS, app) for agents when a lead’s status changes or follow-up is due.
Trigger Conditions
2.2. Agent or system updates lead status (e.g., Contacted, Scheduled Viewing, Negotiation, Signed).
2.3. Lead unattended for a defined duration without status change.
2.4. User-defined milestones hit, such as scheduled viewing date approaching or lease offer sent.
Platform Variants
• Feature: Programmable Messaging API
• Setting: Send SMS to agent when lead needs follow-up
• Example: Configure SMS template and webhook on status change
3.2. SendGrid
• Feature: Transactional Email API
• Setting: Trigger follow-up or notification email on lead state update
• Example: Email agents if viewing appointment is set
3.3. Slack
• Feature: Incoming Webhooks
• Setting: Post lead activity to staff channel
• Example: Configure message format for new lead assignment
3.4. Salesforce
• Feature: Process Builder/Flow Automation
• Setting: Automate lead status updates and assign tasks
• Example: Create workflow to alert owner if lead dormant > 3 days
3.5. HubSpot
• Feature: Workflow Automation
• Setting: Auto-email and assign follow-up task when lead is unresponsive
• Example: Route new lead to agent and set reminder
3.6. Microsoft Teams
• Feature: Connector/Adaptive Cards
• Setting: Notify channel on milestone events
• Example: Viewing confirmed notification to property managers
3.7. Google Sheets
• Feature: Apps Script Trigger
• Setting: Update lead row, auto-email agent as row status changes
• Example: On “Negotiation” update, email assigned agent
3.8. Zoho CRM
• Feature: Blueprint Automation
• Setting: Status-driven follow-up tasks
• Example: Auto-log activity, schedule email directly from lead profile
3.9. Pipedrive
• Feature: Workflow Automations
• Setting: Notify owner on pipeline movement
• Example: Automated email/SMS alert when lead stalls
3.10. Airtable
• Feature: Automation
• Setting: Send notifications as lead records update
• Example: Slack message on “Viewing Scheduled” status
3.11. Gmail
• Feature: Google Apps Script
• Setting: Trigger auto-response and reminders from mailbox rule
• Example: Forward unread lead emails after 2 hours to backup agent
3.12. WhatsApp Business API
• Feature: Automated Messaging
• Setting: Auto WhatsApp follow-up for unresponsive leads
• Example: Schedule follow-up template message
3.13. Monday.com
• Feature: Automations
• Setting: Trigger team notifications as lead status columns update
• Example: Assign agent, send Slack and email on new enquiry
3.14. Freshdesk
• Feature: Automations & Ticket Status
• Setting: Notify/assign tasks based on status
• Example: Auto-create support ticket for viewing appointment
3.15. ClickUp
• Feature: Automate Task Assignment
• Setting: Change task assignee on lead progress
• Example: Notify leasing manager when contract sent
3.16. Asana
• Feature: Rules Automation
• Setting: Create new task or update assignee on new status
• Example: Auto-remind agent if lead unresponsive
3.17. Zendesk
• Feature: Triggers & Automations
• Setting: Notify relevant department as per lead label
• Example: Auto-create ticket for “High Priority” leads
3.18. Intercom
• Feature: Campaign Automation
• Setting: Schedule message or notification for dormant leads
• Example: Push notification if no contact in 48 hours
3.19. Mailchimp
• Feature: Customer Journey
• Setting: Tailored email touchpoints on status change
• Example: Send lease application tips after viewing confirmed
3.20. Microsoft Power Automate
• Feature: Flow
• Setting: Centralize lead events and automate multi-platform alerts
• Example: Send Teams message and update SharePoint on lead status
Benefits
4.2. Multi-channel notifications maximize agent responsiveness.
4.3. Standardizes communication and lead lifecycle management.
4.4. Increases agent productivity through reduced administrative workload.
4.5. Provides management with a transparent audit trail for all lead actions.
4.6. Better customer experience through prompt and consistent follow-ups.