DealMachine + FreedomSoft Integrations

See the kind of workflows teams build with DealMachine and FreedomSoft below — describe the exact one you want above and the Agent builds it on demand.

DealMachine + FreedomSoft When a new prospect is added in DealMachine, create a property lead in FreedomSoft. See details

Sync newly created leads across CRM platforms When a new lead is captured in DealMachine, automatically create or update the matching contact in FreedomSoft to keep records synchronized. See details

Mirror deal outcomes in secondary pipeline accounts Whenever a deal is marked won in FreedomSoft, update the corresponding opportunity stage in DealMachine for unified revenue reporting. See details

Log pipeline stage updates as CRM activities When a deal moves forward in DealMachine, log a status update activity on the corresponding account record in FreedomSoft. See details

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Triggers & actions for DealMachine and FreedomSoft

Everything DealMachine and FreedomSoft can do inside a workflow — the triggers that start one and the actions that run when it fires.

DealMachine Explore DealMachine →

DealMachine is a real estate lead generation and CRM software that allows investors to track properties, discover owner contacts, and automate direct mail.

Triggers

New Prospect

Fires when a property or person becomes a prospect in DealMachine, whether it was saved in the app, added from a list, or created through the API. Free.

Note Added to Prospect

Fires when someone writes a note on a prospect, from the app, the mobile app, or the API. Free.

Prospect Status Changed

Fires when a prospect moves between Active, Opportunity, and Archived. Narrow it to one destination status to react to new opportunities or archived leads. Free.

Prospect Tagged

Fires when a tag is added to a prospect. Pick a tag to fire only for that one, for example to start a sequence when a lead receives the Probate tag. Free.

Actions

Add File to Prospect

Attach a file from an earlier Zap step to a prospect. Supports files up to 25 MB and records the attachment in the prospect timeline. Free.

Add Note to Prospect

Write a note on a prospect. It shows in the prospect timeline in the app and the mobile app. Free.

Add Prospect

Add a property or person to your prospects. Pass a DealMachine record ID, or a street address to match the property first (address matching uses 1 property credit). Adding an existing prospect returns it unchanged.

Add Tag to Prospect

Tag a prospect. Choose an existing tag, or type a name and DealMachine creates the tag if it does not exist. Free.

Add to List

File properties or people into a DealMachine list. By default they also become prospects, so they show in the Prospects workspace and fire New Prospect. Free.

Change Prospect Status

Move a prospect to Active, Opportunity, or Archived. Archiving also ends its mail and closes open opportunities; list memberships are kept. Free.

FreedomSoft Explore FreedomSoft →

FreedomSoft is an all-in-one real estate investing software that offers lead generation, automated marketing, CRM tracking, and contract management for investors.

Triggers

Buyer Lead Status Updated

Triggers when a buyer lead status is updated to a new value, including during bulk status updates.

New Buyer Lead

Triggers when a new buyer lead is created, including during bulk imports.

New Contact

Triggers when a new contact record is created, including during bulk imports.

New Seller Lead

Triggers when a new seller lead is created, including during bulk imports.

New Task

Triggers when a new task record is created.

Seller Lead AI Call Ended

Triggers when an AI call connected to a seller lead ends.

Actions

Create Buyer Lead

Creates a buyer lead, optionally associated with a lead campaign.

Create Contact

Creates a new contact.

Create Seller Lead

Creates a seller lead, optionally associated with a lead campaign.

Create Task

Creates a new task.

Update Buyer Lead

Update an existing buyer lead.

Update Buyer Lead Status

Update the status of an existing buyer lead.

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