Sync Lead Data into HubSpot
If you have a website with property listing
- Install HubSpot's tracking code
- Use the Forms API to submit a form when a a leads request information on a property
- Leverage page views information to know the properties the contact shows interest in
Connect your real estate listing sources
- Automatically receive notifications from your real estate listing source (such as Zillow or Idealista).
- Set up rules to automatically route conversations to specific agents based on certain criteria. For example, you could set up a rule to route all conversations about properties in a specific location to a particular agent or team member.
Omni Channel Marketing Campaigns
"When you are ready tu buy" Campaigns positioned around educating leads on getting pre-approved tips for the buying/selling process.
Track and measure performance of marketing assets to better understand channel metrics.
"Open House" Campaigns to drive leads to an open house through automated email journeys, WhatsApp, social media posts, forms and lists segmented by buyer's price points.
Automatically track and log communications so leads don't fall through the cracks.
Use Case: Open House Promotion & Follow Up
- Install Email Templates and Workflows to promote or follow up on Open Houses hosted by your Office.
- Segment your attendees list by price range and tailor your messaging for any level of buyers.
Journey Specific Deal Pipelines (operations)
Buy, Sell, Rent, Development Pipelines that enable agents to manage and grow their revenue, track deals and property listings (custom object or product standard object).
Process Cards/Notes for New Agent Onboarding
- Define Real Estate Terms and Next Steps in the Pipeline and require certain actions to be completed before moving forward.
- Better performance from the agents through increased visibility, empowerment and accountability.
Calculations for Rep Commisions & Payouts
- Auto-calculate commission in different levels through custom calculations in workflows.
- Time saver and sales enabler functions that give the reps valuable time back through back-end-automation.
Customer Service + Warranty Department Support
Forms that collect customer service or warranty requests such as home touch-ups, electrical, plumbing, etc.
(Perfect for Builders and New Developments)
Integrated ticketing system to give every agent full visibility into the customer journey, pre-sale and post-sale.
Customizing Data with HubSpot Objects
HubSpot's custom objects let you tailor your data model for your business.
Your new Property Listing and Saved Search custom objects can power tons of different automations and personalization scenarios.
Send automatic follow ups after showings or send an email with similar properties based on the Contact's saved searches.
Associations for identifying object relationships
- Use association labels between objects to identify relationships like: buyer-seller, buyer-property, title-escrow, Lender, Builder...
Unified Real Estate Data Access
Give agents access to your CRM and MLS Market Data ALL within one platform!
Fill your CRM with properties either by importing natively or connecting your IDX data feed. We support most RETS and RESO Web API standards.
You can now connect your MLS data via an IDX feed to a HubSpot Custom Listings Object! This allows new agents to have a single source of truth and minimize “new tech paralysis”.
