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How automation helps a real estate company process more than 500 leads per month

By Janine Anderson · October 23, 2020
Hero image of two men in front of Eaton Realty

Managing leads is an important part of running a successful real estate business. Tampa-based Eaton Realty receives leads from potential buyers, sellers, and renters from more than 10 different sources—like Zillow, Hotpads, Realtor.com, their website, and more.

Keeping all of those leads moving from submission to close takes work, and Shawn Eaton, director of operations at Eaton Realty, turned to automation with Zapier to help manage that process.

"In just one month this year Zapier processed over 500 leads," Shawn said. "That would be my full-time job if not for Zapier."

The initial challenge: How to get leads from various sources into their communication platform

People contact Eaton Realty for information about buying, selling, and renting. Keeping all those contacts in their ecosystem took a lot of time.

"We needed to distribute those leads to our agents quickly and automatically for timely follow-up," Shawn said. "We looked at some off-the-shelf solutions, but they were expensive and didn't do exactly what we wanted."

Eaton Realty set up Zaps—our word for the workflows you create in Zapier—to manage this work. For example, he used Mailparser.io to parse email addresses from all their intake sources, then used Zapier to add the leads to Constant Contact so they could be sent email marketing campaigns to qualify, nurture and convert leads.

To get started more simply, try one of these Zap templates that help you send leads into Constant Contact.

You'll need a Zapier account to get started. If you don't have one, you can sign up for free.

Create contacts in Constant Contact for new leads in Real Geeks

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Real Geeks + Constant Contact
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    When you have new leads, you'll want to follow up with them as soon as possible. This integration helps by automatically creating a contact in Constant Contact when there is a new lead in Real Geeks. It's never been easier to follow up with new leads.

    Save new Typeform entries to contacts in Constant Contact

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    Typeform + Constant Contact
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      Whether you are conducting a survey or a questionnaire, the data collected is valuable. Save yourself time, and use this integration to automatically convert new entries from Typeform into contacts in Constant Contact. Take out the tedious step of copying contact info from your form into your email list, and let Zapier do it for you.

      Send new Zillow Tech Connect contacts to Constant Contact

      • Zillow Tech Connect logo
      • Constant Contact logo
      Zillow Tech Connect + Constant Contact
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        If you're already adding valuable contact information to Zillow Tech Connect, consider putting this Zillow Tech Connect Constant Contact integration to work so that your Constant Contact lists stay updated automatically from then on: a new Constant Contact will then be added for every new one created on Zillow Tech Connect.

        Interested in setting up Zapier workflows to power your real estate business? Constant Contact's real estate marketing experts are available to help you every step of the way. Start your free 60-day trial of Constant Contact.

        Other ways Eaton Realty uses Zapier

        In addition to adding leads to Constant Contact, Eaton Realty relies on automation to notify staff in Slack about rental applications, online faxes, or emails to a specific service mailbox.

        Send new Gmail emails as Slack channel messages

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        Gmail + Slack
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          Don't waste your time manually checking email. With this Gmail integration, you can forward each new email in your Google inbox to a specified Slack channel! Learn more in our

          Post new WPForms entries to a Slack channel

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          WPForms + Slack
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            Need instant notifications of your new WPForms entries? With Zapier, you can see your new WPForms entries right in the Slack channel of your choice. Now your whole team can receive them right where you work, instead of having to dig through your email inbox.

            Get Slack notifications for new Typeform entries

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            • Slack logo
            Typeform + Slack
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              The best way to keep your team in the loop is to bring updates where they spend most time. Once active, this integration will automatically post messages to Slack whenever you get a new response on Typeform. Just choose what information you want to post from the response during setup, and we'll take care of the rest!

              Automation keeps Eaton Realty on track

              In real estate, there's no time to waste.

              Zapier helps Eaton Realty manage lead generation and follow-up while maintaining the internal systems that allow team members to work together.

              About Eaton Realty: The company started in 2002, at founder Craig Eaton's home. In the past 18 years, they've grown to include 14 Realtors and a property management and support staff of nine, managing more than 185 homes, and working out of an office building they designed and built four years ago.

              Our stories explore how Zapier's users solve common problems. From marketers to CEOs, educators to real estate agents, millions use Zapier to automate their most tedious tasks. What's your story? Tell us how you use Zapier to do more. You can also read even more customer stories and find new ways to improve your workflow and productivity.

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              Improve your productivity automatically. Use Zapier to get your apps working together.

              A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'