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Real estate

Lead generation for brokers

Generate leads by prospects looking to buy, sell and invest in the real estate market.

A lead capture flow for real estate brokers. It sorts prospects into buyers, sellers and investors, asks each the right questions and sends the lead on.

Template sheet
Category
Real estate
Channels
Web, WhatsApp, SMS
Steps
06
Details collected
07
Launch time
Under 1 hour

How it runs

The example flow

Each step is a ReplyCX action block. Change the questions, add blocks or remove them in the Bot Builder.

  1. 01
    Buttons

    Buy, sell or invest

    Prospects say what they want to do, and each choice opens its own path.

  2. 02
    Collect input

    Ask the right questions

    Each path asks its own questions, such as budget and timeline, and saves the answers.

  3. 03
    Collect location

    Share a location

    On WhatsApp, prospects share a location in one tap, and the bot saves the address and coordinates.

  4. 04
    Form

    Contact details

    One form collects name, email and phone.

  5. 05
    CRM

    Send the lead to your CRM

    The answers are mapped to fields in HubSpot, Salesforce or Zoho CRM.

  6. 06
    Human handover

    Connect with a broker

    Hot leads move to your brokers in live chat.

Data

Where the answers go

Each answer is saved in a variable, so you can reuse it later in the chat or send it to the tools your team already uses.

Details collected
  1. 01Intent
  2. 02Location
  3. 03Budget
  4. 04Timeline
  5. 05Name
  6. 06Email
  7. 07Phone
Connects to
  • HubSpot, Salesforce or Zoho CRM

    Maps the collected variables to CRM fields to create a contact or lead.

  • Live chat

    Human handover moves the chat to the team you choose, with set messages for after hours or when no agent is free.

  • Send an email

    Emails your team the details collected, or the whole chat transcript, when the flow reaches this step.

Setup

Launch it in under an hour

A basic chatbot built from a ReplyCX template can go live in under 1 hour, with no coding.

  1. 01Choose a template
  2. 02Customise questions and branding
  3. 03Embed on your website or social media
Use this template

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