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Every step you take as a Realtor is aimed at one outcome: Finalizing a property sale. 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. 

4 ways to improve your real estate business with automation

Rather than having your email newsletter contacts register separately for your webinars, automatically connect your Constant Contact subscription form to an AnyMeeting webinar. This Zapier integration registers new Constant Contact contacts to a scheduled AnyMeeting webinar.

Constant Contact can help grow your business with an email marketing tool that’s affordable, powerful, and easy to use.

Constant Contact

Triggers when a new contact is added to your account.

New Contact

Triggers when a recipient opens an email from a specified campaign activity.

New Email Open

New List

Triggers when a contact Unsubscribes (Email Unsubscribed).

New Unsubscriber

Find Contact by email or create a new one.

Find or Create Contact

Add Contact to List

Creates a contact on a specific list in your account.

Create Contact

Remove Contact From List

Tag Contact

Updates a contact in your account. Empty values will be cleared on the contact. If the contact being updated is deleted, the contact will be revived.

Update Contact

Custom Actions (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

API Request (Beta)

Hold online meetings and webinars to connect with sales prospects, clients and new potential leads.

Intermedia AnyMeeting

Triggers at the end of a meeting or a webinar to send information about your attendees.

New Attendee

Triggers when a customer's recording ready.

Recording Ready

Triggers when a person registers for one of your webinars.

New Webinar Registration

Triggers when a new webinar is scheduled in AnyMeeting.

New Webinar Scheduled

Schedule Meeting

Schedule Webinar

Register new Constant Contact contacts to an AnyMeeting webinar

Capture your incoming leads with Facebook Lead Ads, then add them to LionDesk, so all of your leads is in the same place. Use this integration to automatically add your new leads from Facebook Leads Ads to LionDesk CRM. That way, LionDesk can immediately start a new drip campaign on behalf of yourself, or someone on your team, without having to waste time exporting and importing lists.

Facebook lead ads make signing up for business information easy for people and more valuable for businesses. The Facebook lead ad app is useful for marketers who want to automate actions on their leads.

Facebook Lead Ads

New Lead

LionDesk is the hub for Sales Professionals to help manage clients, transactions, automate marketing and more.

LionDesk

Triggers when a new contact is added to your LionDesk account.

Find a contact in LionDesk using the contact ID or mobile number.

NOTE: If your lead doesn't have an email address, we recommend using this action before you use "Create Contact" to check if the contact already exists. If your contact doesn't have an email address, "Create Contact" will create duplicate contacts without a lookup.

Find Contact

Add Comment

Add Tags

Creates a new contact in your LionDesk account based on email address. If a contact already exists with the submitted email address, their record will be updated. NOTE: This action will create a unique contact for every submission that does *not* have an email address. This will result in multiple contacts being created for the same info if it is submitted multiple times without an email address. Please use the "Find Contact" action in conjunction with "Create Contact" if you want to avoid this issue.

Start an existing campaign for a contact.

Start Campaign

Update Hotness

Add new Facebook Lead Ads leads to LionDesk CRM as contacts

You've got better things to do than copying contact info between apps. Once this automation is active, Zapier will  create/update a contact in Follow Up Boss when there is a new contact form submission in your Placester account. You'll keep your accounts up to date with the same information automatically.

Placester is a real estate platform which enables real estate agents and brokers to easily create personalized websites, as well as manage leads and their activities.

Placester

Triggers when your site has new or updated leads.

All Website Leads

Triggers when a lead signs up on your site.

New Account Sign-Up

Triggers when a lead makes a contact request on your site.

New Contact Form Submission

New IDX listing matching input of filtered criteria

New Listing

Triggers when a lead logs into a user's site

New Login

Triggers when a new pop-up submission is created.

New Pop-Up Submission

Triggers when a lead favorites an individual property on a user's site

New Property Added to Favorites

Triggers when a new blog post is published.

New Published Blog Post

Triggers when a saved search has been created by a lead on a user's site.

New Saved Search

Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.

Follow Up Boss

Fires when a new appointment is created in Follow Up Boss.

New Appointment

Fires when a new deal is created in Follow Up Boss.

New Deal

Fires when the stage of a deal is updated in Follow Up Boss.

Deal Stage Updated

Fires when a new contact is created in Follow Up Boss.

Fires when a contact's stage is updated in Follow Up Boss.

Person Stage Updated

Fires when a tag is added to a contact in Follow Up Boss.

Tag Added to Contact

Search for a contact by email, phone number, or Follow Up Boss ID.

Find a Contact

Adds selected users as collaborated on a given contact.

Add Collaborators

Add Tags to a Contact

Applies a selected action plan to a contact.

Apply an Action Plan to a Contact

Changes the stage of an existing contact.

Change Stage of a Contact

Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!

Create or Update Contact Without Triggering Action Plans

Create Deal

Create Note

Create Task

Log Call

Pauses a selected action plan for a contact.

Pause an Action Plan for a Contact

Assign a different agent to this contact.

Reassign Agent

Notify Follow Up Boss when a new inquiry is received or an event on your website happens. For example, someone inquiries about a property, views or saves property as a favorite, an IDX registration or contact form. This will trigger action plans if a new lead is created from the event.

New Inquiry or Website Event

Create or update Follow Up Boss contacts for new Placester form submissions

Got more incoming Typeform entries than you can handle? Throw this Zap into the mix and we'll lend a hand, no matter how intense it gets. Once you set it up, any new Typeform entry you receive will also automatically create a contact on Follow Up Boss. From then on you can be sure all your leads will be accurate and at your disposal at all times, letting you focus exclusively on sealing those deals.

Typeform helps you ask awesomely online! If you ever need to run a survey, questionnaire, form, contest etc. Typeform will help you achieve it beautifully across all devices, every time, using its next generation platform.

Typeform

New Entry

Retrieves ALL file(s) of a given form that are uploaded as part of form submission.

Retrieve ALL Files

Lookup Responses

Create an Empty Form

Duplicates an Existing Form

Update Dropdown, Multiple Choice or Ranking Question Options

Add new Follow Up Boss contacts for new Typeform entries

If you're out on the go, meeting clients and showing off homes, you can lose time entering in each new contact into your CRM. With this Zap, Zapier can do that for you: As you enter new contacts into Microsoft Outlook, Zapier will automatically create a matching contact in LionDesk. No more time-consuming contacts copying—it just happens!

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.

Microsoft Outlook

Triggers at a specified time before an event in your calendar starts.

Calendar Event Start

Cancelled Calendar Event

New Attachment

Triggers when a new event is created in your calendar.

New Calendar Event

Triggers when a new contact is added to your account

Triggers when a new e-mail is received in your inbox.

New Email

Triggers when a new e-mail is received in your inbox that matches a search.

New Email Matching Search

New Flagged Email

Triggers when a new new message in folder is created.

New Message in Folder

Updated Calendar Event

Find Calendar Event

Find Email

Add Attendees to Calendar Event

Create an event in the calendar of your choice.

Create Event

Creates a draft of an email that can then be reviewed and sent out.

Create Draft Email

Create Draft Reply

Delete Event

Creates a new reply to email, probably with input from previous steps.

Reply to Email

Send Email

Update Calendar Event

Create contacts in LionDesk from new Microsoft Outlook contacts

Find yourself searching for the same terms on Gmail over and over again? If you set up this Zapier automation, we can handle that repetitive process for you. After you do, any new email that matches your search on Gmail will automatically trigger the creation of a new contact on Follow Up Boss, watching your mailbox for you constantly so you can be sure to have all your connections at your disposal whenever you need them.

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

Gmail

Triggers when you receive a new attachment.

New Label

Triggers when you receive a new email and label it within two days.

New Labeled Email

Triggers when a new email appears in the specified mailbox.

Triggers when you receive a new email that matches a search string you provide.

Triggers when you receive a new email and star it within two days.

New Starred Email

New Thread

Find or Send Email

Add Label to Email

Delete Email

Create Draft

Create a draft reply to an existing email.

Create Label

Remove Label From Email

Add new Follow Up Boss contacts from new emails matching a search on Gmail [Business Gmail Accounts Only]

Log completed phone calls on Podio to spur further action. This Zapier automation will add an item on Podio for every call that has been marked as completed on CallRail. Improve your customer service delivery by integrating your call tracking tool with your task management app!

CallRail is an analytics platform designed for those who rely on quality calls and inbound leads to measure success.

CallRail

Triggers after an inbound phone call has been completed and its recording and transcription have completed and attached. It contains the full data about the call. This trigger should not be expected to be real-time and has a maximum delay of 20 minutes after the hangup before it fires.

Phone Call Completed

Triggers when a phone call is marked as "Spam".

Phone Call Marked as Spam

Triggers when an inbound phone call is started.

Phone Call Started

Triggers when a phone call is tagged after it has ended. To receive data about calls tagged via Automation Rules, Keypad Scoring, or a Call Flow, use the Phone Call Completed trigger. 

Phone Call Tagged

Company Created

Form Captured

Form Capture Tagged

Triggers after an inbound phone call has been completed and its recording and transcription have been completed and attached. It contains the full data about the call. This trigger should not be expected to be real-time and has a maximum delay of 20 minutes after the hangup before it fires.


Outbound Call Completed

Triggers when a Session Tracker is created.

Session Tracker Created

Triggers when an SMS message is received.

SMS Received

SMS Sent

Triggers when a Source Tracker is created.

Source Tracker Created

User Created

Podio is a collaborative work platform that's perfect for managing projects, teams, and anything else in your business that needs flexible apps that work the way you do.

4 ways to improve your real estate business with automation

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