April 13, 2025/
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Running an online store can feel like juggling flaming swords while riding a unicycle. You’ve got...
Capture buyer and seller inquiries from your website, Facebook ads, or property platforms—and instantly respond with a personalized message that keeps them engaged.
Send potential buyers instant notifications when a new property matches their criteria. Keep your leads warm and active without lifting a finger.
Let clients book property viewings online. Automatically confirm the appointment, add it to your calendar, and send reminders before the showing.
Send follow-up emails or texts to prospects who visited a property but didn’t make an offer. Customize messages based on property type, location, or client interest.
AI agents can automatically draft contracts, identifying and flagging potential legal issues or discrepancies for review by a human agent.
Welcome new clients with a helpful onboarding email. For sellers, set up regular automated updates showing viewings, feedback, and marketing progress.
Every step you take as a Realtor is aimed at one outcome: Finalizing a property sale.
Yet getting to that point is a push. There are hours of data entry to get through, contact details that need to be entered into different systems, deals to track, and documents to be sent for signature.
For every humdrum job the property business demands, it seems like there is a separate app designed to ease the burden—like Follow Up Boss or LionDesk. But juggling all these different platforms becomes yet another tedious task.
Fortunately, when you connect your apps through Zapier, you can automate all the workflows that bind you to your desk, so that you can turn those properties over faster, in person.
Here’s a look at some of the most popular ways to automate your real estate workflows so you can save time, improve your productivity, and spend more time with clients.
Real estate automation uses smart tools and workflows to handle repetitive tasks like lead follow-ups, appointment scheduling, and client updates—saving agents time and improving client experience.
We help automate tasks such as:
Capturing and qualifying leads
Sending property alerts
Scheduling showings
Following up with clients
Collecting documents and e-signatures
Keeping sellers informed
This frees you up to focus on closing deals and building relationships.
Not at all! We handle the entire setup and provide support along the way. Our goal is to make automation work for you in the background without needing to constantly manage it.
Yes. We integrate with popular CRMs like HubSpot, Follow Up Boss, and Zoho, as well as Google Calendar, Outlook, and others. We’ll make sure it fits into your current workflow seamlessly.
We monitor all automation systems and offer support if anything breaks or misfires. Plus, you’ll always be able to manually override or adjust workflows when needed.
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