Open-house lead follow-up — a week-long touchpoint sequence on autopilot

The scenario picks up every showing visitor: sends a thank-you, logs them into your CRM and a sheet, and runs a seven-day sequence — SMS, email, agent task.

  • Every visitor gets a first touch right away, not a week later
  • Data spreads itself across your systems and a sheet
  • A seven-day sequence — email, SMS, market update, task — runs on its own
  • A visitor with no email isn't lost — they get flagged separately
WebhookSend EmailGoogle SheetsMonday.comTwilio
Set this upScriptera

How it works

To pass leads from bitrix24 to Webhook automatically, use a ready-made scenario — no manual copying, no lost leads.

  1. Starts when: Webhook: SignSnap Home
  2. Then: Parse SignSnap Data
  3. Check: Has Email?
  4. If yes: Log to Master Sheet
  5. Then: Create/Update HubSpot Contact
  6. Check: Qualifies for Follow-up?
  7. If yes: Wait 2 Days
  8. Then: Send SMS Follow-up (Day 2)
  9. Then: Log SMS Activity
  10. Then: Wait 3 More Days
  11. Then: Send Market Update Email (Day 5)
  12. Then: Log Email Activity
  13. Then: Wait 2 Final Days
  14. Then: Create Follow-up Task (Day 7)
  15. Then: Sync to Follow Up Boss
  16. Then: Sync to Monday.com
  17. If yes: Send Thank You Email
  18. If no: Log Missing Email
  19. Then: Log to Error Sheet

You can launch this bitrix24 + Webhook integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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