I am the marketing and sales manager for a real estate company. I have been tasked with automating the deal pipeline.
We want our deal pipeline workflows to trigger based on things like the listing date, under contract date, inspection period end date, and closing date. Of course, these dates are different for each deal so it is very difficult to trigger automations based on unique dates for each one.
It would be very powerful to have delay automations that could wait until the date in the specific contact/deal property is upcoming or has passed so we could send relevant emails and move forward deal stages automatically.