Snapshot Overview

These workflows help real estate agents stay on top of client activity by automatically sending notifications and emails, scoring leads, and managing IDX contacts. With these tools, agents can focus on the best opportunities and keep clients engaged without extra effort.

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Workflows

Agent Notifications

These workflows will allow you to get notified when a potential client does the following actions:

  • IDX Lead has 3 saved properties
  • IDX Lead has 3 saved searches
  • IDX Lead saved a property
  • IDX Lead Saved properties - scheduled mailout - an email with the saved properties the lead has
  • IDX Lead Saved searches - scheduled mailout - an email with the saved searches the lead has
  • IDX Lead Viewed 10 properties - the last 10 properties the lead has viewed
  • IDX Lead viewed same property 3 times - the same property the lead has viewed 3 times

IDX Lead Last Activity

Get notified when the lead's last activity changes. The possible values are:

  • saveProperty
  • saveSearch
  • recentlyViewedListing
  • recentSearchActivity
  • requestedMoreInfo
  • contactForm
  • contactedAgent
  • scheduleShowing
  • homeValuation

Custom Fields per Workflow for Agent Notifications

Here is the list of custom fields required for each workflow.

  • IDX Lead has 3 saved properties: Mailout Multiple Saved Properties IDXAddons, Multiple Saved Properties Count IDXAddons, Lead ID IDXAddons.
  • IDX Lead has 3 saved searches: Mailout Saved Searches IDXAddons, Saved Searches Count IDXAddons, Lead ID IDXAddons.
  • IDX Lead saved a property: Saved Properties Count IDXAddons, Mailout Saved Properties IDXAddons, Lead ID IDXAddons.
  • IDX Lead Saved properties - scheduled mailout: Mailout Scheduled Saved Properties IDXAddons, Scheduled Saved Properties Count IDXAddons, Lead ID IDXAddons.
  • IDX Lead Saved searches - scheduled mailout: Mailout Scheduled Saved Searches IDXAddons, Scheduled Saved Searches Count IDXAddons, Lead ID IDXAddons.
  • IDX Lead Viewed 10 properties: Mailout Viewed Properties IDXAddons, Viewed Properties Count IDXAddons, Lead ID IDXAddons.
  • IDX Lead viewed same property 3 times: Mailout Viewed Same Property IDXAddons, Viewed Same Property Count IDXAddons, Lead ID IDXAddons.
  • IDX Lead Last Activity: Last Activity IDXAddons.

Client Score

These workflows will allow you to set up a client score based on the actions the lead has done on the IDX pages. You can set up a score for each action and get notified when the lead reaches a certain score. A client score will guide you to focus on the most promising opportunities first, making your efforts more effective and rewarding.

  • IDX ClientScore Add points from Notes - add points whenever a note related to a saved search (+10), saved property (+5), or viewed property (+1) is added
  • IDX ClientScore Has Saved Property + 5 points - add 5 points if the lead has at least one saved property
  • IDX ClientScore New Saved Property + 5 points - add 5 points whenever a lead saves a new property
  • IDX ClientScore No IDX visits in the last 3 days - 1 point - subtract 1 point if the lead has not visited any IDX pages in the last 3 days
  • IDX ClientScore Viewed New Results page + 1 point - add 1 point whenever a lead views a new results page

Custom Fields per Workflow For Client Score

Here is the list of custom fields required for each workflow:

  • IDX ClientScore Add points from Notes: Client Score IDXAddons.
  • IDX ClientScore Has Saved Property + 5 points: IDX Last Saved Property, Client Score IDXAddons.
  • IDX ClientScore New Saved Property + 5 points: IDX Last Saved Property, Client Score IDXAddons.
  • IDX ClientScore No IDX visits in the last 3 days - 1 point: IDX Last Activity Date, Client Score IDXAddons.
  • IDX ClientScore Viewed New Results page + 1 point: Recently Viewed Results IDXAddons, Client Score IDXAddons.

IDX Lead Emails mailout - saved searches for a lead

Send a customized email with property updates to a lead based on their IDX saved searches. You can set up the frequency of the emails.

  • IDX Lead Emails mailout - saved searches for a lead

Complete setup guide

Custom Fields for IDX Lead Emails mailout

Here is the list of custom fields required for this workflow:

  • Lead ID IDXAddons
  • IDX Automatic Saved Searches for a Lead
  • IDX Lead Saved Searches

IDX Plunk Home Valuation

Automate the sending of home valuation reports

  • IDX Plunk Home Valuation - send a home valuation report to a lead

Complete setup guide

Custom Fields for Plunk Home Valuation

Here is the list of custom fields required for this workflow:

  • IDX Plunk Home Valuation Address.
  • IDX Current Plunk Home Valuation.
  • IDX Past Plunk Home Valuation.

Send Contacts to IDX Broker

We provide an example of how to send contacts to IDX Broker. Please note that you will need to customize the workflow to fit your needs and add the necessary fields to make it work.

  • IDX Send Contact to IDX Broker

Complete setup guide

We provide an example of how to send contacts to IDX Broker and assign a saved search based on an IDX Broker Saved Link search criteria. Please note that you will need to customize the workflow to fit your needs and add the necessary fields to make it work.

  • IDX Send Contact to IDX Broker + IDX Saved Link Assigned

Complete setup guide

Assign a Saved Link to an Existing Lead

We provide an example of how to to assign an IDX Broker Saved Link to an existing IDX Broker lead. Please note that you will need to customize the workflow to fit your needs and add the necessary fields to make it work.

  • IDX Assign Saved Link to a Lead

Complete setup guide

Delete IDX Lead

We provide an example of how to automatically delete an IDX Broker lead from HighLevel. Please note that you will need to customize the workflow to fit your needs, and once a lead is deleted from IDX Broker, it cannot be recovered.

  • IDX Delete Lead

Complete setup guide