realestate.com.au/Domain Lead to CRM Instant Routing
Automatically capture leads from realestate.com.au, Domain, and other portals, route them into your CRM with source tags, and fire off a personalised response in under 60 seconds. No manual copying, no delayed replies, no lost commissions.
Quote Follow Up Sequence
Automatically sends timed check ins after every quote you send, nudging prospects at day two, day five, and day ten. Stops the moment they accept, so you never chase a closed deal.
Accounting Payment Status Back Sync to CRM
Automatically push invoice payment statuses from your accounting software back into your CRM, so sales and account managers always know who has paid and who hasn't before every client conversation.
Two Way Contact Sync Between CRM and Email Marketing
Automatically keep contacts, tags, and unsubscribe status synchronised between your CRM and email marketing platform. Changes in one system appear in the other within minutes, not days.
Proposal Follow Up Sequencer
Automatically tracks proposal status and sends timed, personalised follow ups based on whether a prospect has opened, reviewed, or ignored your proposal. No more lost deals from forgotten follow ups.
RFP/Pitch Deck Assembly Bot
An AI agent that reads incoming RFP requirements, pulls matching case studies and team bios from your knowledge base, and drafts a tailored response in hours instead of days. Your BD team focuses on strategy, not content assembly.
Round Robin Lead Routing by Territory or Specialty
Automatically distribute incoming leads to the right sales rep based on territory, specialty, or capacity. No manager bottleneck, no cherry picking, no leads sitting in a queue wondering who owns them.
Warranty Expiry Upsell Campaign
Your CRM already knows when every vehicle's warranty expires. This automation turns that date into a sequenced campaign that reaches customers at 90, 60, and 30 days out, routing hot leads straight to your sales team.
Birthday / Anniversary Outreach
A daily automated workflow checks your CRM for upcoming birthdays and client anniversaries, then sends personalised messages by email or SMS. High value clients get flagged for a personal call, so every relationship gets the right touch at the right time.
Google Sheet to CRM Bulk Import Pipeline
Automatically validate, deduplicate, enrich, and import bulk contact lists from Google Sheets into your CRM. Every lead gets tagged, assigned to the right rep, and ready for outreach within minutes of landing in the spreadsheet.
Trade In Valuation Request Workflow
When a customer submits a trade in form on your dealership website, this workflow decodes the VIN, pulls live market valuations, adjusts for condition and mileage, and sends a preliminary offer within minutes. It also creates a CRM lead and alerts your used car manager before the customer has time to try another dealer.
Lead Qualification & Scoring Agent
An AI agent that enriches, scores, and routes every inbound lead in under a minute. High intent prospects get a discovery call booked automatically. Everyone else enters a nurture sequence. Your sales team only talks to people worth talking to.
Real Estate Buyer Onboarding Workflow
Automatically send welcome materials, collect finance preapproval documents, and configure listing alerts the moment a buyer signs their representation agreement. Your new clients feel guided from minute one while you stay focused on showing properties.
Tyre Season Changeover Campaign
Automatically segment your customer base, trigger seasonal tyre changeover campaigns based on weather data, and fill your booking calendar before the rush hits.
Stripe Subscription Created to Welcome and Billing Confirmation
When a customer subscribes through Stripe, this automation instantly sends a branded welcome email with billing details, creates their CRM record, and tracks the subscription. No manual follow up, no missed first impressions.
Client Sentiment & Churn Risk Agent
An AI agent monitors support tickets, email tone, payment behaviour, and engagement signals across every client account, scores churn risk weekly, and alerts your account managers before a single cancellation email gets written.
Marketing Channel ROI Weekly Digest
Automatically pulls spend and conversion data from every ad platform you use, calculates true cost per lead and return on ad spend per channel, and delivers a ranked weekly report so you can shift budget before the month ends.
Automotive Dealership Buyer Followup Workflow
After every vehicle sale, an automated sequence sends a personalised thank you email, a satisfaction survey, a Google review request, and a service reminder. Low survey scores trigger an instant alert to the sales manager so problems get fixed before they go public.
Deal Closed to Invoice Generator
When a deal closes in your CRM, an invoice is automatically drafted in your accounting system with the correct line items, client details, and tax rates. Your finance team reviews and sends it in minutes, not days.
Real Estate Listing Inquiry Auto Response and Routing
Automatically respond to listing inquiries within seconds and route each lead to the right agent, so buyers hear from you before they hear from your competition.
Intake Form to Legal Case Pipeline
Automatically score, route, and process every legal intake form into your practice management system so no prospective client falls through the cracks and attorneys only review prequalified matters.
Proposal & Quote Drafting Agent
When a deal hits the proposal stage in your CRM, an AI agent pulls the deal details, client history, and your pricing template, then drafts a polished proposal and drops it in Slack for your salesperson to review. Two days of writing becomes 20 minutes of tweaking.
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Everything we've learned building 300+ automations for small businesses, in one practical guide. Written for business owners, not engineers.
- Where your team's hours are actually disappearing
- The five automations worth setting up first and why
- How to calculate what manual work is actually costing you
- A step by step checklist to get your first automation live this week
Completely free.