Using Automations with Ponds

By utilizing Automations in conjunction with Ponds, you can effectively alert agents about activity occurring within Ponds. Automations offer a seamless way to automate notifications based on predefined triggers and conditions.

Pond Lead Activity Alert

Notify pond agents to take action when a lead in the pond has a new inquiry with this automation.

1. Go to Admin > Automations

2. + Add Automation

3. Name the Automation in the upper left-hand corner

4. Select the trigger New Inquiry

5. Add the condition Ponds > Include the Desired Ponds > Done

6. Add the action Add Note

7. Add a Message > Notify the Assigned Pond > Done

8. Run Once Per Person

9. Save in the upper right-hand corner > Save & Enable

Releasing to the Pond based on New Activity

Let's say you have a lead that has been sitting stale without any activity or communication. When that lead has new activity, you want all hands on deck to make sure this lead is taken care of.

Tip: Install the Follow Up Boss Pixel on your website to track lead activity.

1. Go to Admin > Automations

2. + Add Automation

3. Name the Automation in the upper left-hand corner

4. Select the triggers New Inquiry + Property Saved + Property Viewed