VanX Funnels Integration
Every feature in this dashboard maps directly to a VanX Funnels (GoHighLevel) component. No new software. No developer required.
Feature → VanX Component Map
AI WhatsApp Pre-Qualification BotConversations + Workflow Automation
Trigger: New contact created via Facebook Lead Ad or WhatsApp
Action: Bot sends 5-question sequence, tags lead Hot/Warm/Cold, sets custom fields
Active
Round Robin Lead DistributionWorkflow — Round Robin Assignment
Trigger: Lead tagged as Hot or Warm after bot qualification
Action: Assigns to next available agent in rotation per branch; pauses on leave
Active
Speed-to-Lead AutomationWorkflow — Instant Reply
Trigger: Any new lead form submission (Facebook, website, WhatsApp)
Action: Sends personalised WhatsApp intro within 30 seconds; introduces assigned agent
Active
SLA Enforcement (2-Hour Rule)Workflow — Wait + Condition + Reassign
Trigger: Lead assigned but no agent response within 2 hours
Action: Automatically reassigns to next agent in rotation; sends manager alert
Active
Buyer Matching EngineWorkflow + Custom Fields + Broadcast
Trigger: New property listing added to CRM
Action: Matches against all active buyer criteria (area, budget, bedrooms); sends WhatsApp broadcast
Active
Lead Source Revenue DashboardReporting + Custom Dashboard Widgets
Trigger: Continuous — pulls from opportunity pipeline
Action: Displays lead source, cost, revenue, and ROI per campaign in real time
Active
Hot/Warm/Cold Nurture SequencesWorkflow — Multi-step Drip Sequences
Trigger: Lead temperature tag applied after bot qualification
Action: Enrolls lead in appropriate sequence (daily/weekly/monthly cadence)
Active
90-Day Reactivation EngineWorkflow — Scheduled Re-engagement
Trigger: No activity on lead for 90 days
Action: Sends personalised re-engagement message based on original search criteria
Active
Required Custom Fields in VanX CRM
| Field Name | Type | Purpose |
|---|---|---|
| preferred_area | Text | Branch routing and buyer matching |
| budget_range | Dropdown | Lead scoring and property matching |
| purchase_timeline | Dropdown | Temperature scoring (Hot/Warm/Cold) |
| pre_approval_status | Dropdown | Priority assignment and qualification gate |
| property_type | Dropdown | Buyer/seller/rental pipeline routing |
| lead_temperature | Text | Nurture sequence enrollment |
| assigned_agent | Text | Round robin tracking and SLA enforcement |
| lead_source_campaign | Text | Revenue attribution and ROI tracking |