A buyer inquiry hits your site and within seconds the right agent has a ranked lead, context from the form, and a first-contact task while the prospect still has your brand top of mind.
Speed wins in residential sales. This automation scores leads by timeline, price band, and buy-or-sell intent, routes them to the agent who owns that territory, and starts a follow-up sequence if nobody responds inside your window. No lead sits in a shared inbox until Monday.
What's Included
- Intent scoring: Separate ready-now buyers from early-stage browsers.
- Territory routing: Assign by zip, price band, or team rules.
- First-contact task: Give the agent a call or text task with form answers attached.
- Speed-to-lead timer: Escalate or reassign when SLA is missed.
- Pipeline record: Track source, agent, and outcome in one CRM view.
How To Use
- Clone the live real estate pipeline kit below.
- Connect your website form or lead source.
- Map territories and SLAs in Automations.
- Enable routing and respond while leads are still hot.
Browse real estate automations, explore CRM generators, or see community examples at /apps. No MLS or IDX setup required.
Common questions
Does this connect to MLS or IDX feeds?
No. This kit routes form and CRM leads you already capture. It does not pull listing syndication or MLS data.