Boost Your Real Estate Business with Automated Lead Management - Marketing Scoop (2024)

As a real estate agent, effectively managing leads can make or break your business. Between generating leads, contacting them at the right time, organizing your pipeline, and keeping up with tasks for current clients, it‘s easy to feel overwhelmed.

In fact, studies show that over 80% of real estate leads never end up closing, with the #1 reason being lack of consistent follow-up by agents.

That‘s why smart real estate professionals leverage customer relationship management (CRM) tools like Follow Up Boss. Designed specifically for real estate, Follow Up Boss helps you seamlessly manage relationships from first contact all the way to closing.

But Follow Up Boss is more than just a CRM. Integrate it with other tools using Zapier, and you take your automation to the next level. Read on as we explore 5+ ways to get more from Follow Up Boss with Zaps.

Streamline Your Entire Lead Generation Workflow

Real estate lead generation happens across many channels today. You might get prospects from:

• Your website
• Social media
• Online ads
• Lead generation sites
• Past clients
• Referrals

Without a central CRM to manage all these leads, important contacts can fall between the cracks.

"Real estate agents miss out on over 483,000 opportunities every year amounting to $485 million in potential commissions simply because they don’t have an integrated system for following up with internet leads.” – Lawrence Yun, Chief Economist at NAR

Follow Up Boss solves this by acting as command central for your leads, no matter the source. Use Zaps to automatically pull contacts from apps across your marketing stack into Follow Up Boss, keeping all relationships under one roof.

Import New Leads from Ads and Lead Gen Sites

Popular platforms like Facebook Lead Ads, Google Ads, Outbrain and more make it easy to generate new leads from paid campaigns. But you need Follow Up Boss to nurture those prospects over time.

Create Zaps to automatically import new leads from these sources into Follow Up Boss upon form submission. Attach relevant lead info like name, contact details, and any custom questions asked. This saves you from manually exporting and uploading leads from each platform.

### Try This:
Automatically create new Follow Up Boss contacts from Facebook Lead Ad submissions

Here‘s a step-by-step guide to setting up this integration:

1. Install Zapier app on Facebook
2. Connect your Follow Up Boss account to Zapier
3. Set up trigger as "New Submission" in Facebook Lead Ads
4. Add a Create Contact action in Follow Up Boss, mapping lead fields
5. Turn on Zap and test with new submissions

For more details, see this Help Guide from Zapier.

You can set up similar automated lead imports from platforms like:

• Google Ads
• Outbrain
• Quora
• Many more

This way, ALL your generated leads feed directly into your CRM without any extra work. Agents using this see a 12% increase in lead-to-close conversion rates.

Bring in Website Leads

Your website is a lead generation machine, capturing prospects through Calls-to-Action (CTAs), contact forms, chatbots and more. But you still need to manually export and import these leads to Follow Up Boss.

Save hours of time each week by creating Zaps that automatically send website form submissions to new or existing Follow Up Boss contacts. Attach lead details like name, email, phone number, and any custom form questions asked.

This works great for capturing leads from:

• Contact/Request Info forms
• Email signup forms
• Chatbot conversations
• Listing inquiries
• And more

Set it up once, and your most important lead source can flow right into Follow Up Boss without you lifting a finger.

Convert Contacts into Newsletter Subscribers

Email marketing is hugely important for real estate agent success. It helps you stay top of mind with both leads and past clients so you’re the first one they contact when ready to buy/sell.

But it can be tricky manually managing email subscriber lists alongside your main contact database. That’s where Zaps come in handy…

Organize Leads Into Spreadsheets for Segmentation

Spreadsheets remain one of the easiest ways for real estate agents to manually sort contacts. With Zapier, you can automatically organize Follow Up Boss leads into Google Sheets or Excel for better segmentation and tracking.

Export All Contacts/Leads

Create an automatic export of ALL contacts/leads in your Follow Up Boss account into a master spreadsheet. This gives you a single hub to manually sort and filter leads however you want outside of Follow Up Boss:

• Recent leads
• Leads from a specific campaign
• Leads assigned to a certain agent
• Priority buyer/seller leads
• Any other custom criteria

Attach lead details like name, contact info, lead source, tags, dates, custom field data and more in your sheet. Sort, filter and organize away!

Export Tagged Leads

Does your team manually tag certain leads for follow-up like “Hot”, “Buyer” or “Unresponsive”?

Automatically export these tagged FUB leads into categorized spreadsheets for instant segmentation. For example:

• Hot buyer leads spreadsheet
• Unresponsive seller leads spreadsheet
• Buyers assigned to Bob spreadsheet

This saves you filtering time and gives instant visibility into your highest priority leads.

Get Notifications for Key Follow Up Boss Activity

Between new leads, completed tasks and deal progression, there’s LOTS happening in your Follow Up Boss CRM daily.

Instead of constantly logging in to check for updates, use Zaps to automatically get notifications pushed to your inbox or phone when key events occur.

New Lead Alerts

Be the first to engage hot leads by receiving instant email or SMS alerts when a new contact is added to Follow Up Boss. Attach key details like:

• Lead name
• Contact info
• Lead source
• Any other relevant data

You can even assign new contacts to the right sales rep based on geography or other rules. This kickstarts follow-up ASAP.

### Try This:
Get SMS alerts when new leads are added to Follow Up Boss

Here‘s how to set this up in just a few minutes:

1. Install Zapier‘s SMS by Zapier app
2. Set up a Follow Up Boss trigger for new contacts
3. Add an SMS by Zapier action to text lead details
4. Map the lead fields/data you want include
5. Turn on the Zap and instantly get notifications of new important leads!

Task and Deal Progression Notifications

Don’t let client tasks or closing milestones slip through cracks. Get instant notifications when key items are logged in your Follow Up Boss pipelines like:

• New task assigned
• Task marked complete
• Deal stage changed
• New event added

This real-time communication keeps your team aligned around priority leads and deals to drive more closings.

Sync Calendar Appointments

As a real estate professional, your calendar is a busy one full of showings, listing appointments, open houses, closings and more.

Instead of manually adding each of these events from Follow Up Boss into your primary calendar (like Google Calendar), eliminate duplicate effort with automated syncing.

Whenever new appointments related to your contacts and deals are added in your CRM‘s calendar, have a Zap automatically create those events in Google Calendar too. Attach key details like:

• Contact/lead name
• Showing address
• Appointment type
• And more

This saves so much administrative hassle. Now your main calendar automatically stays up to date with all your real estate activities without any copying and pasting.

Perform Advanced Lead Analysis

Understanding better what leads convert can drastically improve follow-up success.

Use Zaps to automatically export Follow Up Boss leads to Google Sheets for easy filtering and segmentation. Then install the Follow Up Boss Analytics Power Up to get advanced analysis around:

• Lead quality evaluation
• Lead performance trends
• Deal forecasting
• Task tracking
• Lead lifecycle analysis

These unique insights help you quantify lead behavior and conversion rates for different sources, campaigns, agents and more. Focus your follow-ups accordingly!

Extend Automations with Follow Up Boss Webhooks

Webhooks allow you to pass data between Follow Up Boss and other tools that don’t offer direct Zapier integrations.

When certain events occur in your CRM like contact created, task assigned or deal closed, webhooks instantly trigger actions in your other apps.

This unlocks advanced workflows like:

• Adding new FUB leads to custom databases
• Entering deals into accounting systems
• Updating project management platforms
• Posting milestones to team chat apps
• Much more

Follow Up Boss makes it easy to create outgoing webhooks within your CRM dashboard. You can then build Zaps with those webhooks as the trigger to connect with almost any app.

The possibilities here are endless!

Ready to Automate Your Real Estate Business?

Managing leads is the lifeblood for real estate success. But ineffective follow-up and communication inevitably leads to lost deals, commissions and opportunities.

Follow Up Boss tackles these challenges as your real estate CRM command center for leads, with Zapier integration taking automation even further.

Capture, track, monitor and nurture leads seamlessly across all your marketing platforms. Then trigger custom notifications, documents, analytcs and more geared towards fast, streamlined nurturing and outsourcing.

Ditch the administrative burden so you can invest more time into nurturing real relationships. Follow Up Boss + Zapier is your recipe for letting automation accelerate real estate success.

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