CRM Automation for a Real Estate Firm
Automated lead capture, follow-ups, and deal pipeline management using AI-powered workflows integrated with their existing CRM.
Client Industry
Real Estate
The Problem
The client was losing leads due to slow manual follow-ups. Their sales team spent 60% of time on data entry instead of closing deals. Leads were falling through the cracks with no automated tracking.
The Goal
Reduce lead response time to under 5 minutes, automate CRM data entry, and create an intelligent follow-up system that prioritizes high-value prospects.
Our Solution
How We Built It
We built an end-to-end automation system using n8n workflows connected to HubSpot CRM. Incoming leads from multiple channels (website, social media, referrals) are automatically captured, enriched with AI-generated insights using OpenAI, scored based on buying signals, and routed to the right agent. Automated follow-up sequences trigger based on lead behavior and engagement patterns.
Technologies Used
Results
Measurable Impact
< 2 min
Lead Response Time
85%
Data Entry Reduced
34%
Conversion Rate Increase
25+
Hours Saved Weekly
Turning missed leads into closed deals through intelligent automation.
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