Trade-In Valuation & Follow-Up

A new trade-in record is created with vehicle VIN, make, model, year, and mileage. The automation is triggered immediately.

The automation queries a market pricing API (or manual lookup tool) to retrieve recent comparable sales for the vehicle type, region, and condition. Results are stored in the workflow.

The automation applies the dealership's standard valuation formula (base price, mileage adjustment, condition adjustments) to generate a fair trade-in offer. The calculation is logged.

The valuation, market data, and inspection notes are automatically compiled into a structured appraisal record, visible to all sales staff.

A templated email with the trade-in offer, vehicle summary, and next steps is automatically sent to the customer.

The system waits for customer response. If no response is received within 24 hours, the next step triggers.

If no response after 24 hours, an automated SMS reminder is sent, and a notification alerts the sales team to make a follow-up call.

Once the customer responds or the sales team updates the deal status, the final outcome (accepted, declined, renegotiated) is recorded and the workflow completes.