Real EstateSimple automationOne job done end to end in a single path: a trigger, then a short fixed sequence of actions across 2–3 apps (a reminder flow, form to CRM, a scheduled report). Simple automations are usually live within days.

From portal lead to booked viewing in minutes

For: Boutique real-estate agency

Typical impact

Leads booked 3× faster

A WhatsApp assistant qualifies new property leads and books viewings directly into agent calendars, with no manual follow-up.

Typical results

Under 2 min

average response to a new lead

24/7

instant replies, even after hours

0

manual follow-up needed

Figures reflect typical results for this kind of automation.

The challenge

Leads from listing portals arrived by email and were often answered hours later. Many buyers had already moved on by the time an agent called back.

Before and after

Before With the automation

Lead response time

−99%
180 min
2 min

Time to a confirmed viewing

−67%
3 days
1 days

Leads answered within minutes

10×
10%
100%

The automation

We connected the portals to a WhatsApp flow that greets each lead instantly, asks a few qualifying questions, and offers open viewing slots pulled from the agent's live calendar.

How it works

  1. 01

    Lead arrives from a portal

    Every portal inquiry enters the flow the moment it lands.

  2. 02

    Instant WhatsApp greeting

    The assistant greets the buyer within seconds, while interest is at its peak.

  3. 03

    Quick qualification

    A few short questions capture budget, timing and what the buyer is looking for.

  4. 04

    Live slots offered

    Open viewing times are pulled straight from the agent's live calendar.

  5. 05

    Viewing booked

    The buyer picks a slot and it lands in the agent's calendar, confirmed automatically.

Starts from

  • Portal leads

Delivers

  • Viewing booked

The impact

Average response time dropped to under two minutes and confirmed viewings were booked roughly three times faster than before.

Questions about this automation

How are portal leads picked up by the flow?

Most listing portals send each inquiry as an email or through an API. The flow reads the buyer's contact details and the property they asked about, then opens a WhatsApp conversation within seconds of the inquiry landing, while the buyer is still browsing listings and interest is at its peak.

What does the assistant ask before offering a viewing?

It asks a few short questions set by the agency, typically budget, preferred timing, and whether the buyer has mortgage approval or a property to sell. The answers are saved to the lead record, so the agent arrives at the viewing already knowing what the buyer is looking for.

How does booking work with the agent's calendar?

The flow reads free slots from the agent's live calendar, such as Google Calendar or Outlook, and offers a few options in the chat. When the buyer picks one, the viewing is created in the calendar with the property and buyer details, and a confirmation goes back to the buyer on WhatsApp.

Real Estate

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