Welcome to Workflows, arguably the most powerful and transformative feature within Close Master. Found under the main Automations section, Workflows are the engine that drives efficiency and consistency in your real estate agency by automating repetitive tasks and communication sequences. Imagine instantly sending a personalized welcome text and email the moment a new lead submits an inquiry on your website, automatically reminding clients about upcoming showings or listing appointments, assigning follow-up tasks to agents when a deal reaches a certain stage in your pipeline, or sending post-closing thank you notes and review requests – all happening reliably in the background without manual intervention. Workflows allow you to build these automated processes using an intuitive visual flowchart interface, freeing up valuable time for you and your agents to focus on high-touch client interactions and closing deals.
Sections in this Chapter:
- 10.1 Understanding Workflows: Automating Follow-Up & Tasks
- 10.2 Workflow Builder Interface & Basics
- 10.3 Workflow Triggers (Real Estate Examples: `Form Submit`, `Tag Added`, `Stage Change`)
- 10.4 Workflow Actions (Real Estate Examples: Send `SMS`/Email, Add Task, Update Opp, Assign User)
- 10.5 Example Workflow: New Lead Follow-Up (e.g., Website Valuation Request)
- 10.6 Example Workflow: Appointment Reminder (e.g., Showing Confirmation)
- 10.7 Example Workflow: Post-Closing Follow-Up / Review Request
- 10.8 Integrating External Tools via Webhooks (Conceptual - Setup by The Close Agency)
- 10.9 Using Calendar & Appointment Data in Workflows
- 10.10 Using Custom Fields in Workflows (Filtering/Personalizing based on Property Needs, etc.)
- 10.11 Using Email/SMS Templates in Workflows
- 10.12 Planning Your Automation Strategy (Key Real Estate Workflows)
- 10.13 Workflow History & Logs: Troubleshooting Automations
- 10.14 General Workflow Best Practices for Real Estate