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3 Automated Workflows that Can Start Saving You Time Today

With no-code automation, you can spend less time on repetitive tasks and more time building relationships with your clients. In this post, we'll show three of the best no-code automated workflows that real estate agents can start using right now.

May 4, 2022

As a Real estate agent, you have many important tasks that you have to accomplish every day. You need to reach out to potential buyers and sellers, negotiate offers, manage closing, and more. 

It can all become tedious, but the good news is that you don’t have to do it all on your own.

With automation, you can eliminate a lot of the monotonous, robotic tasks from your workload and focus more of your time on actually speaking with clients and building relationships. 

In this post, we’ll take a quick look at three of the best automations you can use to start saving time today as a real estate agent. 

Use templated emails for quicker outreach and response times

Home buyers and sellers have many options when they’re choosing a real estate agent. Quick and informative responses can help you to stand out and keep your clients engaged. 

However, drafting emails all day to dozens of leads isn’t a great way to spend your time – especially if you find yourself rehashing similar content each time you write another email. Instead of writing all of your emails from scratch, you can use a simple automation to quickly assemble messages with templated blocks of text.

Here’s how it would work:

For example, suppose that you want to update your client after closing with information and links for movers, cleaners, or other important services. 

In many cases, you’ll likely be referring clients to the same information and resources. Rather than typing all of this information all over again for each client, you can use Airtable to make a modular email template. 

You’ll save each link, tip, or piece of information as a separate record, and select the ones you want to include in each email. 

Once your message is all set, click on “submit” and the automation will send your email. 

With an automation like this, you can just select a few options instead of writing an entire message every time. You only need to proofread each content block once, and you’ll be able to send more emails in less time, while still maintaining a personal touch.

Send automatic follow-up emails to promote engagement

Next, let’s take a look at automated follow-up campaigns. 

You don’t want to lose clients after only a single showing. You want to keep them engaged over the long term with new offers, new houses on the market, and more.

However, following up with leads and clients every week can take up a lot of time if you do it manually. Instead, you can set up an automation to do all of the heavy lifting for you. 

All you have to do is add each of your contacts to the appropriate mailing list, and then write a few emails or text messages to send out automatically.

The automation will send out each message on a preset schedule, so you can send a followup email or text every week asking if they want to see new properties, if they need more information, or whatever else you want.

You could even schedule an email to celebrate your client’s 1-year closing anniversary!

Drip campaigns like this can often be set up within CRMs like Hubspot or email newsletter apps like Mailchimp, but you can also build custom tools to run your campaigns through low-code automation. 

By using low-code automation instead of a specific marketing tool, you can view and manage your data in one place, and control every aspect of your campaigns.

However you choose to implement your followup campaigns, they’ll be a surefire way of keeping your clients engaged and getting more repeat business. Plus, most of the work will be done by the robots.

Use an email-scraping automation to quickly file new contact data

Finally, we’ll give you an overview of how you can populate your CRM with an email-scraping automation. 

If you use platforms like Zillow, Upnest, or others, they probably send you lots of automated emails about new leads or new listings in your area. These emails can be a great source for finding new buyers and sellers, but adding them into your CRM or another database can be tedious. 

In some cases, you’ll be able to integrate the real estate platform directly with a CRM, but depending on the software you’re using, this won’t always be possible

No matter what tools you’re using, you can build a low-code automation to add leads from these emails to your CRM or any other database.

Here’s how it works:

Whenever you get an email in your inbox about a new lead, the automation will identify it by its content. The sender, the subject line, and most of the body will always be the same, so the automation can detect any email that matches those parameters. 

Then, the automation will look for the unique content: the lead’s name or email address, or the property listing that the email mentions. That content can then be automatically copied to a database or CRM for easy organization and follow-up. 

Real estate platforms like Zillow or Upnest can be great sources for leads, but you don’t want to have to go digging through your inbox just to find their contact information. 

Email scraping automations will ensure that all of your leads end up in your CRM or database, without requiring manual data entry

Free up time by automating repetitive tasks

Like any profession, being a real estate agent involves a lot of repetitive, robotic tasks. But thanks to automation, you don’t have to do those tasks yourself anymore. Automated workflows can help you to communicate with your clients and quickly build a database of leads.

If you want to learn more about setting up automations like these, you can check out our blog or our YouTube channel. You can also follow XRay on Twitter, Facebook, or LinkedIn.

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