Real estate success doesn’t just come from generating leads—it comes from nurturing those leads until they’re ready to buy or sell. In competitive markets across Canada, the U.S., Australia, and Belgium, realtors who leverage marketing automation consistently close more deals while saving time.
Here are five must-have automation workflows every real estate professional should set up today.
Instant Lead Response Workflow
When someone fills out a contact form or requests a home valuation, speed matters. Studies show leads contacted within 5 minutes are 21 times more likely to convert.
How it works:
- Trigger: Lead submits form on website or landing page.
- Automation:
- Send an immediate email: “Thanks for reaching out! We’ll get back to you shortly with more details.”
- Deliver a text message (optional): “Hi Sarah, thanks for requesting a home valuation. I’ll send your report soon.”
- Benefit: Builds trust instantly and prevents leads from going to competitors.
Home Valuation Drip Campaign
Homeowners curious about their property’s worth may not be ready to sell yet. A drip sequence keeps them engaged until the timing is right.
Workflow Example:
- Day 1: Email with valuation report.
- Day 3: Market trends email (e.g., “Toronto real estate prices are up 6% this quarter”).
- Day 7: Educational content (e.g., “5 Things That Increase Home Value in Ottawa”).
- Day 14: Soft CTA: “Thinking about selling? Let’s book a free consultation.”
Buyer Nurture Workflow
Buyers often browse listings for weeks or months before making a move. Automation ensures you stay top-of-mind.
Workflow Example:
- Trigger: User saves or views multiple listings.
- Sequence:
- Weekly email with new listings in their price range.
- Educational content like “How to Get Mortgage Pre-Approval in Sydney”.
- Retargeting ads on Facebook & Instagram showing similar homes.
Open House Follow-Up Workflow
After an open house, most attendees disappear without a follow-up. Automation fixes that.
How it works:
- Trigger: Open house sign-in form submission.
- Automation:
- Same-day thank-you email with property details.
- Next-day SMS: “Thanks for visiting our open house at 123 Main St. Do you have any questions about the property?”
- Day 3: Share similar listings.
Past Client Referral Workflow
Your past clients are your best referral source. Don’t let them forget you after closing.
Workflow Example:
- Month 1 after closing: “Congrats on your new home!” + moving tips.
- Month 6: “Hope you’re settling in well” + invite to review on Google.
- Yearly: Anniversary email with market update + referral incentive (e.g., gift card for referrals).
Tools Realtors Can Use
- HubSpot (free starter CRM with workflows)
- ActiveCampaign (robust real estate drip campaigns)
- Follow Up Boss (popular with North American realtors)
- Mailchimp (cost-effective for small teams)
- GoHighLevel (cost-effective for small teams)
Final Word
Realtors in Canada, the U.S., Australia, and Belgium can no longer afford to chase every lead manually. By setting up these five marketing automation workflows, you’ll nurture leads effortlessly, stay ahead of competitors, and build a sustainable pipeline of buyers and sellers—without burning out.