Multi-channel lead follow-up for real estate (email + SMS + WhatsApp)
At a glance
- Setup estimate
- 1–3 h (ESTIMATE)
- Tools
- Industries
- Real estate
Problem
New leads in the real-estate CRM go cold without a fast first touch
Caveats
Texting and WhatsApp messages need the recipient's consent (for example TCPA rules in the US and WhatsApp opt-in). Needs Follow Up Boss API access and a Twilio account (costs UNKNOWN). Messages go out automatically, so test with your own contacts first.
Tools
- n8n
- Follow Up Boss API
- Gmail
- Twilio SMS and WhatsApp
Browse by tool: n8n, Follow Up Boss, Gmail, Twilio, WhatsApp
Steps
- Scheduled run pulls new leads from Follow Up Boss since the last run.
- Clean and validate phone/email and dedupe.
- Pick a channel (email+SMS, email only, or SMS/WhatsApp only).
- Send personalized messages.
- Track sends back to the database.
- Status
- Researched: Sourced and summarized, not yet run end-to-end by us
- Last checked
Setup estimates are rough guesses for someone comfortable with the tools who already has the accounts and API keys. Real time is unknown until tested.