Real Estate Lead Nurture & Appointment Automation Workflow

[STackBox502]

Industry: Real Estate

Workflow Description:
Automate the response and follow-up process for new property inquiries. This workflow streamlines lead capture, initial contact, task management, appointment scheduling, and team notifications.

Steps:

1. Trigger: New inquiry submitted via website form (Typeform/Google Forms).
2. Add lead to CRM (HubSpot/Salesforce).
3. Send intro email with property info (Gmail/Outlook).
4. Create follow-up task in project management (Trello/Asana).
5. Schedule viewing appointment in Google Calendar.
6. Notify agent in Slack.
7. Log details in Google Sheets.

Visual:

Business Value:

• Instantly respond to leads
• Never miss a showing opportunity
• Reduce manual data entry
• Improve agent response time