Settings
Lead sources, alerts, goals, and integrations.
Lead sources
Cold SMSCold callDirect mailPPC/GoogleFacebookDriving for dollarsReferralOther
Monthly goal
Contact info (shown on flyers)
Deadline alerts
Email alerts
Send alerts to the email above.
SMS alerts (Twilio)
Requires Twilio keys below.
Alerts fire once per deal per threshold when a Marketing deal reaches 7, 3, and 1 days before its deadline. Alerts stop when the status changes from Marketing.
Twilio (SMS alerts)
CRM integration
Point your CRM workflow's webhook action to this URL. It fires when a contact moves to "Under Contract" and creates a new deal here.
Generate a random secret, then send it as the secret field in each webhook body. Keep it private.
Setup guide
- In your CRM, open the contact/opportunity workflow.
- Add a "Webhook" action at the "Under Contract" stage.
- Set the URL to the webhook URL above.
- Send a JSON body with
secret,address,contractPrice,contractDate,leadSource, andcontactName. - Duplicates are prevented by matching on property address.
Push status back to CRM
When a deal becomes Assigned or Closed, update the opportunity stage.
Integration log
No integration activity yet.