Turn raw inbound seller leads into a sorted, routed pipeline by chaining four Revamp365 features: Contacts CRM fields, an Automation with conditions, follow-up tasks, and a notification to your team. This playbook ties them together end to end.
Before You Build
Decide your qualification signals first, because the automation reads contact fields:
- Lead Status and Lead Temperature are real contact fields (columns in Contacts CRM). Their option values are yours to define — there are no hard-coded defaults. Set them up first in set lead status and temperature.
- Pick a tag convention (for example
motivated,needs-skiptrace) and a list for qualified sellers.
Step 1: Map Your Qualification Logic
Write down the rule before opening the builder. A typical seller-lead rule:
| If the contact… | Then mark… |
|---|---|
| Replies with a price or "yes" | Lead Temperature = Hot |
| Has a phone but no answer | Lead Status = Attempting |
| Opts out / says stop | Turn DNC on, exit |
Step 2: Create the Automation
Open Automations (from Integrations; the page lives at /automations), click + Create automation, then work through the three step types in the builder — Trigger → Filter → Action.
- Trigger — choose what starts qualification. Real options include Inbound SMS received, Inbound SMS keyword matched, Contact created, Lead status changed, and Call no answer.
- Filter — add a Conditions block (the filter tree) so only matching contacts continue, e.g.
lead_temperature is empty. - Action(s) — add steps such as Set lead status, Set lead temperature, Add tag, Add to list, Turn DNC on, or Branch if to split Hot vs. cold paths.
Use the Re-enrollment setting (Once per record / Every time the trigger fires / Cooldown) so a chatty lead isn't re-qualified on every reply. New to the builder? Start with create your first automation.
Step 3: Add a Follow-Up Task and a Heads-Up
Inside the same automation, append two more action steps so a human acts on qualified leads:
- Create task — set a title like "Call back qualified seller", an optional description, a Due at date, an assigned user, and priority (low / normal / high). The task lands on the contact's timeline.
- Notify user — message your acquisitions rep when a lead turns Hot.
Want the lead to keep talking while you wait? Add an Enroll in AI Agent step to start an AI SMS conversation, or hand hot callers to voice.
Step 4: Activate and Verify
- From the Automations list, open the row menu and click Activate (status moves draft → active; the same menu pauses it later).
- Send yourself a test inbound message or create a test contact that matches the trigger.
- Open the Logs tab and check Enrollments and Step runs — each step shows status and any error. Read automation run logs and fix failures if a step shows an error.
Keep the Pipeline Moving
Once leads are qualified and tagged, route Hot sellers into your deal pipeline and queue cold ones for nurture. Pair this with build a cold lead nurture workflow so no lead stalls.