Flow
Automation rules · 6 active of 8
AlertActive
Hot Lead — Urgent Follow-up
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Trigger: Lead Quality = Hot
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Condition: Call Status = Not Connected AND age > 4h
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Action: Alert agent + log priority task
Triggered 14×Last: 2h ago
Re-engagementActive
No Response Re-engagement
bolt
Trigger: Lead created
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Condition: No response in 48 hours
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Action: Send WhatsApp follow-up template
Triggered 38×Last: 5h ago
QualificationActive
72h Unresponsive → Cold
bolt
Trigger: Lead created
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Condition: No response in 72 hours
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Action: Set Quality = Cold + Move to Lead Bucket
Triggered 22×Last: Yesterday
StageActive
Site Visit Confirmed → Prep
bolt
Trigger: Visit date set
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Condition: 1 day before visit
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Action: Send reminder WhatsApp + alert agent
Triggered 9×Last: 3 days ago
Stage
Post-Visit Follow-up
bolt
Trigger: Status = Site Visit Done
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Condition: Within 2 hours of visit
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Action: Send feedback WhatsApp + schedule follow-up
Triggered 4×Last: 1 week ago
AlertActive
Negotiation Stale Alert
bolt
Trigger: Status = Negotiation
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Condition: No update in 7 days
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Action: Alert agent + escalate to manager
Triggered 3×Last: 2 days ago
Qualification
Portal Lead Fast Response
bolt
Trigger: Source = Portal
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Condition: Lead created
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Action: Immediately send intro WhatsApp + assign to agent
Triggered 0×Last: Never
StageActive
Booking Congratulations
bolt
Trigger: Status = Booking
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Condition: Stage change confirmed
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Action: Send congratulations WhatsApp + CAPI Booking event
Triggered 2×Last: 4 days ago