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Your No-code and AI Automation PartnerAutomate Broker Sumo Transactions Efficiently
Streamline your real estate workflow with Zapier by automating transactions in Broker Sumo. Enhance client communication, ensure timely follow-ups, and manage key dates effortlessly for smoother transactions.
When a Transaction Added
1. Trigger on New Transaction
Initiate automation when a new transaction is added.
Send an Email
2. Notify Client
Automatically email an introduction to clients.
Create a Task
3. Schedule Follow-up Task
Set a follow-up reminder one week later.
Update a Calendar
4. Add Milestone Dates
Input key transaction dates on a shared calendar.
- Repeat -
Automation Benefits
Automation Benefits
Discover the core benefits of integrating this automation into your real estate operations:
Efficiency Boost
Streamline transaction management for higher productivity.
Improved Client Relationships
Ensure all communications are prompt and relevant.
Reduced Error Rate
Automated processes reduce human errors significantly.
Time Savings
Automate repetitive tasks to save time for strategic activities.
Better Team Coordination
Ensure team is aligned with updated schedules and tasks.
Increased Client Satisfaction
Delight clients with timely and consistent communication.
Features
Key Automation Features
Incorporate this automation to enhance transaction management with these top features:
- 1Automated Client Emails
Immediately engage clients with automated emails when a new transaction starts.
- 2Integrated Task Scheduling
Schedule follow-ups in Asana for seamless client management.
- 3Shared Calendar Updates
Automatically update Google Calendar with transaction milestones to keep your team aligned.
Outcomes
Automation Outcomes
Implementing this integration delivers measurable improvements:
90%
Enhanced Client Engagement
30%
Reduction in Manual Workload
50%
Increased Transaction Accuracy
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FAQ
Automation FAQ
Address common questions and concerns regarding this automation:
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Pricing Plans
Our pricing plans
Choose a plan that's suitable for your needs.
One-Time
One-time Fee
Pay once for build out.
Custom project build (template / blueprint)
You choose platform (n8n, Zapier or Make)
Follows your requirements
Integrates with your systems
Paid after build maintenance
No recurring charges monthly
Build Fee + Maintenance Fee
from 300$/month
Pay for build + lower recurring maintenance fee.
Custom project build
We choose best platform
Follows your requirements
Integrates with your systems
Maintenance, priority email / Slack support
Monthly recurring charges, 3+ months contract required
Recurring
from $600/month
Use our pre-built solution with no changes.
Existing solution access (no source code)
No platform selection
Integrates as described / documented
Integrates with specific systems and software
Maintenance, priority email / Slack support
Monthly recurring, 3+ months contract required
Ready to Move Forward?
Join the automation strategy call
You will get guidance what tools to use for your automation idea.
And high level overview how the process would look like from technical perspective.