Lead Data Entry - Automations

Real Estate Technology
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Lead Data Entry - Automations

Kenneth GonzalezPro Member
Orlando, FL · Member since 2019 · 14 posts · 5 votes

Has anyone else automated their lead data entry?

I was spending hours/week manually entering leads from Zillow, website forms, etc. into my CRM.

Finally, set up an automation that:

  • Watches my email for inquiries
  • Extracts contact info automatically
  • Creates/updates contacts in my CRM
  • Tags lead sources
  • Sends me mobile notifications (email/text)

It took about 30 minutes to set up, and it costs nothing unless you're processing 1K+ leads/month ($9/mo after that). Works with most CRMs—Follow Up Boss, kvCORE, LionDesk, etc.

Has anyone else automated this part of their workflow? What tools are you using? Have questions, feel free to reach out.

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Chris Bounds
Investor · Sugar Land, TX · Member since 2012 · 554 posts · 232 votes
11mo

I used to have multiple apps and API connections, but got tired of maintaining and paying for them. 

One time my webform got disconnected from my CRM somehow and I missed a bunch of motivated seller leads. I called them back and several said they already sold to another investor. That pain still hurts!

After that I built Pathwaize on HighLevel. Everything's in one place (phone, sms, email, website, automations, AI, calendar, social manager) so no API needed - and I cancelled over $1k/mo in other subscriptions. 

In your case you'd still need an API for Zillow.

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  • Andy Nathan
    Rental Property Investor · Chicago, IL · Member since 2019 · 203 posts · 119 votes
    11mo

    What automation tool are you using? Is it N8N or Make? 

    0Reply
  • Kenneth GonzalezPro Member
    OP
    Orlando, FL · Member since 2019 · 14 posts · 5 votes
    11mo

    I use both, but in the example I provided, the flow is in Make. Have you built automations through those platforms?

    1Reply
    • Andy Nathan
      Rental Property Investor · Chicago, IL · Member since 2019 · 203 posts · 119 votes
      11mo
      Quote from @Kenneth Gonzalez:

      I use both, but in the example I provided, the flow is in Make. Have you built automations through those platforms?

      I played around with Make a little but have barely scratched the surface. I logged in once to try N8N. I have a long-term, paid subscription to Zapier. Also, I have a number of internal workflows through my Go High Level CRM. 
      0Reply
  • Kenneth GonzalezPro Member
    OP
    Orlando, FL · Member since 2019 · 14 posts · 5 votes
    11mo

    Oh nice! Are the automations in Go High Level connecting to outside applications? Does it offer AI capabilities? I think the big push for the platforms for N8N and Make is the AI integrations offered, being able to consolidate all your data sources (e.g., leads) into one workflow, plus the drag and drop config. No more complex UI to understand. Obviously, this depends on what someone needs from an automation.

    0Reply
    • Andy Nathan
      Rental Property Investor · Chicago, IL · Member since 2019 · 203 posts · 119 votes
      11mo
      Quote from @Kenneth Gonzalez:

      Oh nice! Are the automations in Go High Level connecting to outside applications? Does it offer AI capabilities? I think the big push for the platforms for N8N and Make is the AI integrations offered, being able to consolidate all your data sources (e.g., leads) into one workflow, plus the drag and drop config. No more complex UI to understand. Obviously, this depends on what someone needs from an automation.


       It does have some AI capabilities but I have also not paid for the AI extension because it costs more than the software. That said, I can integrate it with Zapier for now. 

      0Reply
  • Chris Bounds
    Investor · Sugar Land, TX · Member since 2012 · 554 posts · 232 votes
    11mo

    I used to have multiple apps and API connections, but got tired of maintaining and paying for them. 

    One time my webform got disconnected from my CRM somehow and I missed a bunch of motivated seller leads. I called them back and several said they already sold to another investor. That pain still hurts!

    After that I built Pathwaize on HighLevel. Everything's in one place (phone, sms, email, website, automations, AI, calendar, social manager) so no API needed - and I cancelled over $1k/mo in other subscriptions. 

    In your case you'd still need an API for Zillow.

    1Reply
    • Kenneth GonzalezPro Member
      OP
      Orlando, FL · Member since 2019 · 14 posts · 5 votes
      11mo
      Quote from @Chris Bounds:

      I used to have multiple apps and API connections, but got tired of maintaining and paying for them. 

      One time my webform got disconnected from my CRM somehow and I missed a bunch of motivated seller leads. I called them back and several said they already sold to another investor. That pain still hurts!

      After that I built Pathwaize on HighLevel. Everything's in one place (phone, sms, email, website, automations, AI, calendar, social manager) so no API needed - and I cancelled over $1k/mo in other subscriptions. 

      In your case you'd still need an API for Zillow.


       Is you app available for others?

      0Reply
    • Chris Bounds
      Investor · Sugar Land, TX · Member since 2012 · 554 posts · 232 votes
      11mo
      Quote from @Kenneth Gonzalez:
      Quote from @Chris Bounds:

      I used to have multiple apps and API connections, but got tired of maintaining and paying for them. 

      One time my webform got disconnected from my CRM somehow and I missed a bunch of motivated seller leads. I called them back and several said they already sold to another investor. That pain still hurts!

      After that I built Pathwaize on HighLevel. Everything's in one place (phone, sms, email, website, automations, AI, calendar, social manager) so no API needed - and I cancelled over $1k/mo in other subscriptions. 

      In your case you'd still need an API for Zillow.


       Is you app available for others?


       It is. Feel free to DM me.

      0Reply
  • Matthew Dume
    Member since 2026 · 5 posts · 1 vote
    1w

    This is interesting. Are you primarily investing, wholesaling, or doing both? Also just out of curiosity, after the lead gets entered into the CRM, are you still manually reviewing and responding to seller inquiries, or do you have that automated too?

    0Reply
  • Andrew Kouri
    Rental Property Investor · Austin, TX · Member since 2020 · 9 posts · 5 votes
    1w

    If anybody here wants a more done-for-you solution, AveryIQ is excellent for this. It pulls in your rental leads from Zillow, apartments.com, etc and starts nurturing them (answering questions about your properties, booking self-showings, open houses, etc) until you accept an application.

    0Reply
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