Qualify buyers in chat, then let your best people take over
The problem: Listing reels get a flood of “details?” and “price?” comments. Sales teams waste hours on casual browsers while serious buyers wait for a reply.
People type: DETAILSPRICEVISIT
The flow, step by step
What happens from first comment to captured lead
Every step is something you switch on, edit or remove in the builder, with a live preview of exactly what people will receive.
- Step 1 · Trigger
Someone comments “DETAILS” on a listing
Pin it to the property post so you know exactly which listing they care about.
- Step 2 · Public reply
Public reply to show you’re responsive
Visitors reading the comments see a quick, professional answer.
- Step 3 · DM
Brochure image and key facts
Send the brochure or floor plan as an image, plus price range, location and a link to the full listing.
- Step 4 · Question
Qualify: budget
A choice question (e.g. under 50L / 50L–1Cr / above 1Cr) filters casual interest from real buyers.
- Step 5 · Question
Qualify: preferred location and phone
Text and phone answers are validated and saved on the contact.
- Step 6 · Tag
Tag hot leads
Tags like “budget-1cr+” put the strongest leads at the top of your list.
- Step 7 · Human
Hand over to an agent
The agent replies from the inbox with the whole conversation in view, while the automation pauses so the buyer only hears from one voice.
- Step 8 · Integration
Push the lead into your CRM
A signed webhook delivers the qualified lead, with its answers, to your CRM.
How it helps
What changes for you
Spend time on serious buyers
Budget and location are collected up front, so agents start conversations that are already qualified.
Nobody waits for a first reply
Every enquiry gets brochure and facts at once, around the clock.
One voice per buyer
When an agent takes over, automations pause for that person so messages never collide.
Getting set up
What you configure
- 1Create an automation per listing (or one for all).
- 2Add the brochure image, key facts and listing link.
- 3Add budget and phone questions, then tag and hand off.
- 4Connect your CRM with a webhook.
Features this flow uses
Teams & accountability
Run by a team? Everything is accounted for
Sales teams share leads between agents. Every reply shows who sent it, automations pause when an agent takes over, and managers can review the whole conversation later.
An audit log of changes
Creating, editing or deleting an automation, connecting or disconnecting an account, changing integrations and resuming a paused conversation are recorded with who did it and when.
Every message on record
Each comment, reply and DM is logged with its status, the automation and message variant that sent it, and the reason if it failed. Searchable and exportable.
Replies carry a name
When a teammate replies from the inbox it shows “Sent by” their name, and automations pause for that person so only one voice speaks.
The right access for each person
Five roles from owner to read-only viewer decide who can edit, who can reply and who can only look.
Roles for every person on the team
- OwnerFull control of the workspace
- AdminAccounts, integrations, audit log
- EditorBuilds automations, replies to people
- AnalystReads insights and the message log
- ViewerRead-only, e.g. a client or stakeholder
Inviting teammates from inside the app is coming soon.
A mobile app is on the roadmap
Planned · not available yetSo every role can do their part from a phone: editors replying to people who need a human, analysts checking the numbers, and owners keeping an eye on activity.
Other ways teams use DynamicDM
Want this flow for your account?
Request early access and we’ll help you set it up.