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Lead capture and nurturing sequences

Automatically captures real estate leads from multiple sources and nurtures them through personalized email sequences and follow-ups until they're ready for agent contact. Increases conversion rates by ensuring no leads fall through the cracks.

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Workflow Trigger

New lead submits contact form on property listing or website inquiry

Visual Flow

Each node represents an automated step. Connections show how data and decisions move through the workflow.

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

  1. 1
    Trigger

    Capture new lead inquiry

    A potential buyer or seller submits their contact information through a property listing, website form, or landing page. Lead data is automatically collected and standardized.

    BoomTownKvCORE
  2. 2
    Action

    Create lead record in CRM

    Lead information is automatically added to the CRM system with property interest details, contact preferences, and lead source tracking. Initial lead scoring is applied based on inquiry type.

    SalesforceFollow Up Boss
  3. 3
    Action

    Send immediate response email

    An instant automated email is sent thanking the lead for their interest and providing relevant property information or market insights. Response includes agent contact details and next steps.

    Follow Up BossKvCORE
  4. 4
    Decision

    Evaluate lead engagement level

    System analyzes lead behavior including email opens, property views, and response time to determine if they're a hot lead requiring immediate agent contact or should continue in nurture sequence.

    SalesforceBoomTown
  5. 5
    Action

    Execute targeted nurture campaign

    Based on lead temperature and property interest, automated email sequences are triggered with market updates, similar listings, or buyer/seller guides. Follow-up cadence is personalized to lead behavior.

    Follow Up BossKvCORE
  6. 6
    Action

    Schedule agent follow-up tasks

    System automatically creates follow-up reminders and tasks for agents based on lead engagement patterns. High-priority leads get immediate notifications while others enter scheduled callback sequences.

    SalesforceFollow Up Boss
  7. 7
    Output

    Generate qualified appointment leads

    Workflow produces appointment-ready leads with complete engagement history and recommended talking points for agents. Lead scoring and nurture effectiveness data is compiled for optimization.

    SalesforceFollow Up Boss

Outputs

  • Qualified leads with engagement scores
  • Scheduled agent follow-up tasks
  • Lead nurture performance reports

Key Metrics

  • Lead conversion rate
  • Response time to new inquiries
  • Email open and click-through rates

Tools & Integrations

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