10.10 Using Custom Fields in Workflows (Filtering/Personalizing based on Property Needs, etc.)

Custom Fields are essential for making your workflows truly intelligent and tailored to your real estate processes.

  • As Triggers: Use the Contact Changed trigger and filter by a specific Custom Field being updated (e.g., trigger workflow when Custom Field: Lead Status changes to "Qualified").
  • In If/Else Conditions: This is a primary use case. Branch your workflow logic based on the values stored in Custom Fields:
    • Example: IF Custom Field: Property Type Interest is Condo THEN Add Tag Condo Interest ELSE Send General Property Alert.
    • Example: IF Custom Field: Buyer Timeline is ASAP THEN Notify Assigned Agent Immediately ELSE Add to Standard Nurture.
    • Supports conditions based on Text, Number, Date, Monetary, Dropdown, Checkbox, Radio Button custom field types. Check for is empty or is not empty status as well.
  • For Personalization (Merge Tags): Insert the specific data stored in Custom Fields directly into your Email or SMS messages using merge tags like {{contact.custom.field_name}}.
    • Example: "Based on your interest in properties around {{contact.custom.budget_max}}, here are some options..."
    • Example: "Confirming your interest in {{contact.custom.bedrooms_required}} bedroom homes in {{contact.custom.desired_neighborhood}}."
  • Updating Values via Actions: Use the Update Contact Field action to automatically change the value of a Custom Field as a contact progresses through a workflow.
    • Example: After the first call task is completed (using Task Completed trigger perhaps), update Custom Field: Lead Status to "Contact Attempted".
    • Example: Store the date of the last nurture email sent in a Custom Field: Last Nurture Date.

Strategically using Custom Fields allows you to create highly segmented, personalized, and data-driven automations specific to the nuances of real estate transactions.