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4 practical tips for real estate marketing automation

Realtors are endlessly busy, with constant streams of new and returning leads who want to buy, sell, or buy and sell at the same time. Each home needs to be researched, and they need to always know what’s happening with the market, real estate law, and their target areas. 

The last two years have been stressful for realtors everywhere in the US, with rapidly-changing markets and high prices, but relief may finally be on the way. To efficiently capitalize on the changing market, many agents are turning to real estate marketing automation.

Real estate automation simply means you’re streamlining the entire process by eliminating repetitive and time-consuming tasks from your day-to-day checklist while they still get done. This gives you more time back in your day to focus on your specific client’s needs, or even just take a day off here or there. 

In this post, we’re going to look at four ways you can automate your real estate business and four essential marketing tools to streamline your workflow.  

Marketing automation for real estate agents

Automated real estate systems take some of that repetitive grunt work off your hands by automatically tackling it either on a regular schedule or whenever a triggering action occurs. For example, you can get an alert the second you see that someone fills out a real estate lead generation form, so you can reach out right away to ask if they’d like to see it. Or you can send an autoresponder text or email if your customer relationship management system (CRM) can see that it’s been two weeks since they’ve last been in touch and they haven’t asked to see a property.

This gives you invaluable time back in your day, allowing you to focus more on the parts of your job where your clients need you.

4 ways to automate your real estate business

There are four core ways that you can utilize real estate marketing automation to grow your business and streamline your workflow. Let’s take a look at each. 

1. Automate lead generation & management through your CRM 

Real estate lead management and lead generation is no easy task, even with multiple CRMs offering real estate-specific features. 

Automated lead generation for real estate (and lead management) is one of the most valuable automation options you can choose.

You can, for example, run ads, build SEO campaigns, and have referral systems in place as lead acquisition strategies spread across the internet. No matter where leads come from, however, you want to know right away when they enter the funnel and when they take specific qualifying actions.

Thanks to LeadsBridge, you can even integrate your CRM with Zillow so that you can easily process and manage new leads coming directly from this third-party platform. You can see how this works here

Real estate lead generation on Zillow

Automated lead generation and real estate lead management features can help with that. You can set up integrations with tools like LeadsBridge so that all Facebook Lead Ads send completed forms straight to your CRM so you can reach out instantly. 

You can take a look at some of the most popular CRM tools for real estate agents and their potential integrations with LeadsBridge here:

2. Automate follow-ups & lead nurturing through email

We know that the follow-up and the lead nurturing process can be draining for real estate agents because you have so many leads and clients to track and so much going on day to day. That’s why automation is crucial.

Email marketing automation for real estate agents is a popular strategy. You can reach out to leads and clients and they can get back to you on their time. Real estate follow-up systems become invaluable. When you’re using LeadsBridge’s automation capabilities (like using MailChimp integrations for automation), you can streamline significant parts of this process.

After a client signs a contract, you’ll move them to a certain segment within your CRM. If your CRM is integrated with your email marketing software, this action alone could trigger an autoresponder series to be sent to the client to share resources of what to expect in the coming weeks and reminders about important milestones to watch for. 

You can also check in automatically through email based on certain triggered behaviors, or even just send out instant follow-ups to show clients homes that fit their parameters.

real estate email marketing example

3. Automate workflow management 

Workflow management likely takes up a significant portion of your day. 

This includes everything from setting up calls and meetings, organizing documents, tracking income and expenses, and more. 

Every time you set up a meeting with a new client to go see their property, you need to check your calendar, list a few times or dates, and then wait for the client to respond. This can take up to 15 minutes just to schedule a meeting with the back-and-forth emails. 

If, however, you integrate your CRM and your site with appointment scheduling software, this task is made easy. Real estate marketing automation software can automatically block out certain times and days when you’re available to meet new clients, and just send them a link. They can book from the available options, and you can go from there. 

There are many real estate workflow hacks that automation can grant, including the following:

  • Keeping track of meetings in your CRM
  • Reminding users (and you!) of meetings before they happen
  • Organizing clients’ documents for review and sending off 
  • Automatically managing income or tracking expenses 

Think about what workflow changes could give you time back in your day and start there! 

4. Automate remarketing campaigns 

Marketing is always part of a real estate agent’s job, especially for residential realtors, because most clients only buy a few houses in their lifetime max. This means that you need to constantly have a list of incoming leads. 

Remarketing is a great option to reconnect with warm potential leads who have dropped off, and PPC ads are a great choice. You can use marketing automation to send audience segments in your CRM to generate custom audiences on Facebook Ads, Google Ads, and other PPC platforms to retarget specific users.

real estate marketing automation Facebook Ad example

You can then use custom audiences created off high-value clients to create lookalike audiences, which help you connect with similar users who may be at a higher likelihood of becoming new leads. 

4 real estate marketing tools

Getting started with a real estate marketing CRM can be overwhelming. In order to help automate your decision-making process, here are four recommended real estate marketing tools compatible with LeadsBridge.

Follow Up Boss

Follow Up Boss is a real-estate-specific CRM that specializes in improving the customer experience through a detailed and organized interface designed to keep up with a large volume of consumers. Follow Up Boss was recently, again, ranked as one of the top 20 CRMs across all industries. Funnel your leads from multiple sources directly into the Follow Up Boss with the power of LeadsBridge integrations.

Top Producer

Top Producer is an innovative CRM that has built a reputation based on sustainability. Founded in 1982, Top Producer currently helps agents maintain contact with over 118 million clients and is primarily focused on advancing the automated world of real estate.

With LeadsBridge integrations, take this automation to the next level by directly connecting several sources with the power of Top Producer. 


The BoomTown CRM expands upon the understanding of a standard real estate CRM by offering predictive software, success assurance, and a customizable interface designed to fit your company’s goals. 
Connect BoomTown with one of LeadsBridge’s available integrations and streamline your sales funnel.


LionDesk is a CRM committed to automating as much as possible for a real estate business. LionDesk is a user-friendly CRM that also offers an AI lead assist, multiple pipeline management under one roof, and automated drip campaigns and bulk messaging. 
Take the comprehensive automated approach one step further with LeadsBridge integrations.

How to get started with real estate marketing automation

Automation can make every part of the workday experience more productive and less stressful. Real estate marketing automation software specifically can help keep you organized, prioritized, and always moving toward your next closing date so you never wonder how to get leads in real estate.

A few basic marketing automation solutions to implement immediately include:

Setting up an AutoResponder

Immediately cut down on crucial response time by setting up automated messages. When a consumer reaches out, you cannot afford to waste any time. An AutoResponder can eliminate response time and avoid leaving anyone in the dark.

Creating reminders

Were you supposed to be at a showing at 4:30? Never forget another appointment with daily reminders. Automating your reminders can keep you on schedule, organized, and efficient with your time management.

Building a drip campaign

Manually building a campaign is time-consuming; let automation do the work for you by building an engaging and unique campaign targeting a specific audience. By submitting key insights, email automation software can design and execute an effective marketing drip campaign.

Automate social media posting

Post regularly with up-to-date photos, share client success stories, and build your social media presence through the power of automation.

Benefits of real estate marketing automation

Automation can make every part of the workday experience more productive and less stressful. Real estate marketing automation software specifically can help keep you organized, prioritized, and always moving toward your next closing date. 

Noted benefits of real estate marketing automation:

  • Maintain a full and precise business day schedule
  • Keep all of your clients and leads organized
  • Build a marketing powerhouse without the time or stress
  • Handle more clients with the time saved 

Above all, with automated workflows, you can spend more time doing anything else because automation creates endless opportunities in and outside of work. Stop worrying and start automating. 

Final thoughts: How to automate your real estate business quickly 

Many individual tools you’re already working with likely have some limited automation features.

Plenty of invoicing software can track expenses if connected to a business credit card without having to input each one manually. 

Taking a look at the features available to you is a good start. That being said, the true power of automation comes into play when you’re using automation-specific software to link third-party tools for ultimate integrations.

That’s where LeadsBridge can help with our real estate integrations. We’ll let you sync your CRM with your email marketing software, Facebook Lead Ads, sales tracking software, and even your Gmail account. 

When everything is hyperconnected, you have a truly streamlined real estate law and real estate workflow. Someone is sent to you through your referral system or converted on a Zillow link, and they:

  • Are automatically uploaded to your CRM
  • Receive an email from your professional or personal account right away 
  • Can schedule a meeting through an appointment-scheduling link based on your schedule 
  • Can be onboarded to access your real estate database 

While so much of your job is personal, there’s so much grunt work involved, too. LeadsBridge can help with the latter, so you can focus on the former. 

Ready to take advantage of real estate marketing automation? Take a look at some of our most valuable real estate solutions and integrations here

Ana Gotter

Ana is a strategic content marketer specializing in business, finance, and marketing writing, though she's worked across a range of industries. She works from her home in Orlando with her three dogs and can be contacted at

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