Real estate agents waste hours updating pipelines manually,I fixed it with automation

[Manohar reddy Yaram]

Here’s how I helped streamline property sales pipelines using Make.com and ClickUp:

1️⃣ Centralized CRM for Real Estate

I built out ClickUp as an all-in-one CRM.

We added fields like:

→ Prospect status (new lead, showing scheduled, offer submitted, etc.)

→ Lead source (Zillow, Realtor.com, referral)

→ Agent assignments

This made tracking leads and transactions seamless. No more scattered spreadsheets or lost follow-ups.

2️⃣ Automated Follow-Ups After Showings

Once an agent updates ClickUp from "showings scheduled" → "waiting offer," an email is sent automatically.

→ Personalized thank-you message

→ Next steps clearly outlined

This small touch boosted our showing-to-offer conversion rate significantly.

3️⃣ Dynamic Updates via Calendar Integration

We linked cal.com with ClickUp.

→ When someone books through our calendar, their status updates automatically from "new lead" → "showings scheduled."

No manual input. Agents focus on selling, not data entry.

4️⃣ Seamless Transition from Leads → Clients

As soon as an agent closes, and updates ClickUp with "contract signed," that lead moves automatically from "Leads" → "Active Clients."

This keeps acquisition and transaction management clean and organized.

All this magic? Powered by webhooks.

Every move triggers Make.com workflows behind-the-scenes.

What’s been achieved:

→ Hours saved weekly

→ Real-time pipeline visibility

→ Consistent, timely communication

But here’s what excites me most:

Agents can now focus on what they’re best at—building relationships and closing deals.

Automation isn’t about replacing humans.

It’s about freeing them up for what matters.

Here's a glimpse of the workflow