Recipe No. 25 · Lead management
New listing inquiry instant reply
Reply within minutes to portal or website inquiries and log them in your CRM.
- Serves
- Real estate
- Made with
- Zapier
- Prep (setup)
- ~20 min est.
- Yield
- 2–3 hrs/week saved, est.
- Level
- Beginner
- Plan needed
- Zapier: Free covers 2-step Zaps (100 tasks/mo, checks every 15 min); multi-step Zaps need Professional (from $19.99/mo billed annually, $29.99 monthly, per zapier.com/pricing). Check your plan.
- Est. SMS cost
- No SMS needed
- TriggerForward portal lead emails to an Email…
- Step 2Trigger
- Step 3CRM 'Create Contact' with property address…
- Step 4Gmail send/draft
- Step 5Test with dummy data, then turn it on and…
Ingredients
- Lead source email (Zillow, website form)
- Zapier (Email Parser by Zapier)
- CRM (Follow Up Boss, HubSpot)
- Gmail
Editor-reviewedLast checked 2026-10-16v1.0.0 · Free
Steps reviewed against current tool UIs by the editor; not yet run end-to-end in a live account. Time saved is an estimate; results vary. Costs from Axis Consulting and Twilio pricing; check current pricing.
Method
- Forward portal lead emails to an Email Parser by Zapier mailbox and train it on one sample.
- Trigger: Email Parser 'New Email'.
- CRM 'Create Contact' with property address and message.
- Gmail send/draft: acknowledge, offer two showing times, include your booking link.
- Test with dummy data, then turn it on and review results for the first week.