CRM Automation
Real Estate Lead Automation
Tech & Tools
Role
CRM & Automation Architect
Project Overview
A comprehensive end-to-end lead capture and nurturing system built for a real estate agency receiving over 500 leads monthly from Meta and Google Ads. Before this setup, agents manually called leads, resulting in an average follow-up time of 4 hours.
The Challenge
High lead leakage due to manual entry delays and lack of immediate engagement. Leads cooled off by the time an agent reached out, leading to poor conversation rates and wasted ad spend.
The Solution
Built a real-time integration via webhooks to GoHighLevel. Created automated workflow branches that immediately sent a personalized SMS and email within 2 minutes of form submission. Implemented an internal notification loop that assigned leads to available agents using a round-robin system with instant push notifications.
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