Listings, Marketing & Property Management AutomationPurpose
1.2. Automates reminders and gathering of qualitative responses to improve property presentation and client experience.
1.3. Enables automated integration into CRM systems for analysis and reporting, supporting data-driven decision making in real estate brokerage.
1.4. Ensures timely and consistent outreach, automating follow-up and reducing manual activities for agents and admins.
Trigger Conditions
2.2. Completion of property tour by client or agent.
2.3. Scheduled follow-up time post-showing (e.g., 1 hour after event ends).
2.4. Manual trigger by listing agent from dashboard.
2.5. Automatically when a showing feedback request log is created by admin.
Platform Variants
• Feature/Setting: Automated SMS messages—configure programmable SMS to send feedback requests post-showing.
• Sample: Use POST to `/Messages` API with parameters for recipient, property, and message text.
3.2. SendGrid
• Feature/Setting: Automated feedback emails—set up Single Send campaigns with dynamic template for showing feedback form link.
• Sample: POST to `/mail/send` with dynamic_template_data and recipient email.
3.3. Google Forms
• Feature/Setting: Auto-generate feedback form links—use Forms API to create responses and parse results.
• Sample: GET forms response via Form API; automate creation with POST.
3.4. Salesforce
• Feature/Setting: Automate feedback requests as tasks—use Process Builder or Flow to create tasks post-showing.
• Sample: REST API `/services/data/vXX.0/sobjects/Task` to assign feedback task.
3.5. HubSpot
• Feature/Setting: Automate email workflows—trigger follow-up sequence leveraging Workflows API.
• Sample: POST to `/automation/v3/workflows` to activate workflows for feedback.
3.6. Microsoft Power Automate
• Feature/Setting: Automated feedback collection flow using triggers from Outlook or calendar.
• Sample: Flow: New event → Send feedback form via email connector.
3.7. Slack
• Feature/Setting: Automate direct message requests—configure workflow builder for agent or client DMs.
• Sample: POST to `/chat.postMessage` with feedback prompt.
3.8. Mailchimp
• Feature/Setting: Automate email campaigns for feedback collection post-showing.
• Sample: Create campaign via `/campaigns` and trigger with segment filter.
3.9. Airtable
• Feature/Setting: Automate logging of showing and feedback responses in base—configurable with Automations API.
• Sample: On form submission, POST to table to track feedback.
3.10. Typeform
• Feature/Setting: Automate feedback form generation and distribution—integrate via Webhooks.
• Sample: POST webhook trigger on new form completion.
3.11. Zapier
• Feature/Setting: Automate cross-platform actions—trigger on new calendar entry, send feedback request via chosen channel.
• Sample: Setup Zap: Event → Feedback request.
3.12. Google Calendar
• Feature/Setting: Automated event reminder triggers for feedback after showing end time.
• Sample: Calendar event ends, triggers feedback automation.
3.13. SurveyMonkey
• Feature/Setting: Automate survey distributions for showing feedback.
• Sample: Use Send Survey POST API, input client email.
3.14. ActiveCampaign
• Feature/Setting: Automate feedback email using customer journeys.
• Sample: POST to `/api/3/contactAutomations` for user entry into feedback campaign.
3.15. Monday.com
• Feature/Setting: Automate workflows—integrate board automations to send feedback requests after showing item status changes.
• Sample: Change item → trigger to send feedback form.
3.16. Pipedrive
• Feature/Setting: Automate follow-up activity—use Activities API to schedule feedback requests post-showing.
• Sample: POST to `/activities` with type=feedback-request.
3.17. Outlook
• Feature/Setting: Automate emails for feedback post event from Outlook Calendar.
• Sample: Event ends, trigger automated feedback email.
3.18. Klaviyo
• Feature/Setting: Automate email flow for feedback requests after property showings.
• Sample: Create flow triggered by segment or property tag.
3.19. Intercom
• Feature/Setting: Automate in-app messages and emails to request feedback.
• Sample: Use Conversations API to send automated feedback request.
3.20. Asana
• Feature/Setting: Automate feedback tasks for showing organizers—trigger on completion of property tour task.
• Sample: Task completion triggers feedback follow-up subtask.
Benefits
4.2. Reduces manual admin, allowing agents to focus on sales activities.
4.3. Automated data entry into CRM/analytics platforms for better insights.
4.4. Ensures every showing is followed-up, automating compliance with brokerage standards.
4.5. Enables scalable, repeatable workflows for multi-agent teams.
4.6. Integrates with other automations to optimize whole listings, marketing, and property management lifecycle.