Real Estate

Lead Follow Up Automation

A scheduled workflow that reviews lead activity every day and re-engages inactive leads automatically, while leaving active conversations untouched.

Built with

n8n
Database/CRM
Email

Demo walkthrough

Demo video coming soon

Problem

Real estate leads can go quiet after showing initial interest. Agents may have to manually track who was last contacted, when the conversation happened, which leads are active and which leads need follow up.

Without a system, quiet leads are simply forgotten while agents focus on whoever replied most recently.

Solution

Never lose a lead to silence.

This workflow runs automatically every day and checks each lead’s activity, including their status, last contact date, and whether a viewing has been booked.

Leads who have gone quiet are automatically sent a friendly re-engagement message. Leads who are still active or already have a viewing scheduled are skipped, so they don’t receive unnecessary follow ups and no manual tracking is required.

Step by step

How The Workflow Works

01
Daily schedule triggers the workflow
Runs on a fixed time each day.
02
Lead status is reviewed
The system reviews the current status of each lead.
03
Inactive leads are identified
Leads who have gone quiet and have no viewing scheduled are selected for follow up.
04
A re-engagement email is sent
The selected leads receive a friendly follow up message automatically.
05
Active and booked leads are skipped
Leads who are still active or already have a viewing scheduled receive no message.
06
The follow up is recorded
The system logs the follow up against the lead.

Key Features

Daily scheduled run
Inactivity detection
Viewing status check
Automated re-engagement
Skips active conversations
Contact history updates

Tools & Integrations

N8n8nScheduled workflow orchestration
DADatabase / CRMLead status and contact history
EMEmailRe-engagement messaging

Outcome

Inactive leads are automatically identified and followed up at the right time, giving agents a consistent way to re-engage leads before they are lost.