Real Estate Workflow Automation


🏑 Real Estate Workflow Automation

Streamline Your Business with Smart Automation for Realtors


πŸš€ What We Do

We help real estate agents and teams save hours each week by automating repetitive tasks using powerful tools like Zapier, HubSpot, Google Forms, Calendly, Trello, Mailchimp, and more.

Whether you're capturing leads, managing appointments, or nurturing clients β€” we build custom automations that work while you work (or sleep). While keeping the monthly cost as low as $0 per month depending on what is needed.


πŸ”§ Automations We Can Build for You

πŸ”Ή Lead Capture & CRM Sync

  • Auto-send Google Form submissions straight into HubSpot

  • Trigger email follow-ups in Mailchimp or personalized texts

  • Instantly create client folders in Google Drive

πŸ”Ή Appointment & Calendar Automation

  • Sync Calendly bookings with your CRM

  • Auto-create Trello tasks or timelines for showings

  • Send email or SMS reminders to clients

πŸ”Ή Listing Workflow Automation

  • Automatically generate listing folders & marketing checklists

  • Push new listings to Mailchimp and Trello for promotion

  • Log all listing activity to Google Sheets for reporting

πŸ”Ή Client Nurture & Retention

  • Send birthday & follow-up emails via Mailchimp

  • Drip campaigns for buyers and sellers

  • Post-close check-ins that keep you top of mind


πŸ’‘ Why Automate?

βœ… Save Time on Admin
βœ… Respond to Leads Faster
βœ… Never Miss a Follow-Up
βœ… Scale Your Real Estate Business


πŸ” Tools We Integrate

  • CRM: HubSpot

  • Forms: Google Forms

  • Email Marketing: Mailchimp

  • Scheduling: Calendly

  • Project Management: Trello

  • Storage: Google Drive

  • + 5,000 other apps via Zapier


πŸ“ž Ready to Automate Your Real Estate Business?

Let us design your custom workflow automation β€” so you can focus on selling homes, not sending emails.

πŸ‘‡ Book a free discovery call below:

[Schedule a Call β†’] https://calendly.com/keysolutionsbyclarke


Β 

PricingΒ 

Starter – $257 One-Time

  • 1 CRM automation (e.g., Google Form β†’ HubSpot β†’ Mailchimp)

  • 1 client onboarding sequence

  • Trello or Drive integration setup

Pro – $657 Project

  • 3–5 automations + setup

  • Full CRM sync + nurture flow

  • Trello, Calendar, Docs workflow

  • 30-min strategy call

Monthly Retainer – $157/mo

  • Ongoing support

  • Automation tweaks + updates