Make.com Templates for Real Estate: 7 Automations Every Agent Needs
Real estate runs on speed — the agent who follows up first usually wins. A lead that waits 20 minutes converts at half the rate of one that hears back in under 5. The problem isn't motivation; it's that the same manual tasks block every agent: tagging leads, firing SMS messages, updating spreadsheets, sending milestone emails, chasing reviews.
Here are 7 Make.com scenarios that handle all of that automatically.
Make.com has a genuine edge over Zapier for several of these — specifically the ones that need multi-branch logic. The Router module is included on every Make.com plan (even free), letting you handle leads from Zillow, your website, and Facebook Lead Ads in a single scenario with different actions per source. Zapier's equivalent (Paths) requires a paid tier and costs extra per branch. For real estate workflows that branch on lead source, property type, or transaction stage, Make.com's architecture makes more sense.
7 Make.com Scenarios for Real Estate Agents
1. New Lead Routing from Multiple Sources
- Trigger module
- Webhooks — Custom Webhook (or Facebook Lead Ads — Watch New Leads)
- Action modules
- Webhooks → Router → Branch A (Zillow): Follow Up Boss — Create Contact + Add Tag → Twilio — Send SMS → Google Sheets — Add Row | Branch B (Website Form): Follow Up Boss — Create Contact + Add Tag → Asana — Create Task → Google Sheets — Add Row | Branch C (Other): Follow Up Boss — Create Contact → Gmail — Send Email → Google Sheets — Add Row
Real-world example: New lead from Zillow → Router checks {{lead_source}} → if "zillow": creates contact in Follow Up Boss with tag "zillow-buyer" + sends a personalised SMS via Twilio within 60 seconds → logs to Lead Tracker sheet. If source is website form: creates contact + creates "Follow-up call" task in Asana assigned to the agent → logs to sheet.
Make.com pro tip
The Router module is free on every Make.com plan — Zapier's Paths requires a paid tier. Set each branch with a Filter condition (e.g., {{lead_source}} = zillow) and chain as many modules per branch as you need. You can handle 4+ sources in one scenario without paying anything extra. For a brokerage routing 200+ leads/month across sources, this alone makes Make.com cheaper than Zapier.
2. Open House Follow-Up Sequence
- Trigger module
- Google Forms — Watch New Responses (or Typeform — Watch New Responses)
- Action modules
- Google Forms → Router → Branch A (Actively Looking): ActiveCampaign — Add Contact to List + Apply Tag → Google Sheets — Add Row → Slack — Send Message to #open-houses | Branch B (Just Browsing): Google Sheets — Add Row (partial log only)
Real-world example: Visitor submits the open house registration form — name, email, phone, seriousness level. Make.com routes on seriousness: "Actively looking" adds them to ActiveCampaign "Open House Buyers" list which triggers a 3-email sequence 1 hour later → logs name, property, date to Google Sheets → posts to Slack #open-houses: "New attendee: Sarah K. — 123 Oak St. — Actively looking. Added to sequence." "Just browsing" is logged to sheet only.
Make.com pro tip
Use Make.com's built-in Date/Time tools to check whether the form submission came in during or after open house hours. If after, add a 1-hour Delay module before the first email — it looks less robotic and gets better open rates than an email that arrives 30 seconds after they left the property. The Delay module is per-branch in Make.com, which you can't do cleanly in Zapier without separate Zaps.
3. Listing Status Update Notifications
- Trigger module
- Google Sheets — Watch Changed Rows (on "Listings" tab) or Webhooks — Custom Webhook from MLS
- Action modules
- Google Sheets → Filter (only if {{status}} changed) → Iterator (loops over buyer watchlist for this listing) → Router → Branch A (Under Contract): Gmail — Send Email + Twilio — Send SMS | Branch B (Back on Market): Gmail — Send Email + Twilio — Send SMS | Branch C (Price Reduced): Gmail — Send Email
Real-world example: You maintain a "Listings" sheet and a "Buyer Watchlist" tab (buyer email, phone, listing ID they're watching). When you change a listing's status from "Active" to "Under Contract," Make.com fires, looks up all buyers watching that listing ID, and sends each one a personalised email and SMS within minutes — before they check Zillow.
Make.com pro tip
Use an Array Aggregator before the Iterator to collect all matching buyer rows in one pass, then the Iterator processes each one individually. This avoids running a Google Sheets search module once per buyer — instead you do one lookup, aggregate, and loop. At scale, this cuts your monthly operations count significantly compared to running individual lookups.
4. Transaction Milestone Tracker
- Trigger module
- Typeform — Watch New Responses (or JotForm — Watch New Submissions)
- Action modules
- Typeform → Tools — Set Variables (milestone name, client email, property address, agent name) → Google Sheets — Update Row (find by deal ID, update milestone column + timestamp) → Gmail — Send Email to client (milestone-specific template) → Google Calendar — Create Event (next deadline or reminder)
Real-world example: Transaction coordinator uses a Typeform with fields: Deal ID, Milestone (dropdown: Offer Accepted / Inspection Complete / Appraisal Clear / Clear to Close / Closed), client email, property address. Each submission triggers Make.com: updates the deal row in Google Sheets → sends the client a milestone-specific email ("Your inspection is complete — here's what happens next...") → creates a Google Calendar event for the next deadline (e.g., 10-day financing contingency removal).
Make.com pro tip
Use Tools — Set Variables at the start of the scenario to build a reusable {{milestone_subject_line}} and {{milestone_email_body}} variable, then reference them in Gmail and Calendar. Your email content lives in one place — update the "Offer Accepted" template in Set Variables and it flows through automatically. Much cleaner than duplicating the Gmail module once per milestone type.
5. Expired Listing Outreach
- Trigger module
- Google Sheets — Watch New Rows (on "Expired Listings" tab)
- Action modules
- Google Sheets → Tools — Set Variables (contact name, address, agent note) → Delay — 24 hours → Gmail — Send Email (personalised outreach) → Google Sheets — Update Row (add "Outreach Sent" + timestamp)
Real-world example: You add expired listings to a sheet each morning: owner name, address, last list price, days on market, notes. Make.com picks up the new row, waits 24 hours (so outreach lands the day after expiry — less aggressive than same-day), then sends a personalised Gmail from the agent: "Hi [Owner Name] — I noticed your listing at [Address] expired yesterday. I've sold [X] homes in your neighbourhood this year and have active buyers in your price range..." Then logs "Outreach Sent" and timestamp back to the row.
Make.com pro tip
Make.com's Delay module suspends the execution cleanly for a defined interval — no scheduler workaround needed. The scenario actually pauses at that step and resumes after 24 hours. You can set it to hours, days, or a specific date/time. This is one of Make.com's strongest features for drip-style sequences — Zapier's delays are less flexible and require separate Zaps for multi-step drips.
6. Review Request Automation
- Trigger module
- Google Sheets — Watch New Rows (on "Closed Deals" tab)
- Action modules
- Google Sheets → Filter (only if {{close_date}} is present) → Delay — 7 days → Gmail — Send Email (Google review request) → Delay — 3 days → Gmail — Send Email (follow-up) → Google Sheets — Update Row (log "Review Requested" + date)
Real-world example: When a deal closes, your TC adds the client's name, email, and close date to the sheet. 7 days later, Make.com sends a personal Gmail: "Hi Sarah — it was great working with you on Oak Street. If you have a minute, a Google review would mean a lot — [link]." 3 days later: a gentle follow-up if no reply. After both sends, the scenario marks the row "Review Requested" with the date so you never double-send.
Make.com pro tip
Add an Error Handler (right-click the Gmail module → Add error handler → Resume) to handle email bounces or Gmail rate limits. Without a handler, one bounce kills the scenario for every deal in the queue. With Resume, the failed execution logs and the rest of the queue keeps running. Check Make.com's "Incomplete Executions" tab weekly to catch and retry bounced sends.
7. Monthly Market Report Email
- Trigger module
- Make.com Scheduler — Scheduled (1st of each month, 8am)
- Action modules
- Scheduler → Google Sheets — Get Rows (last 30 days of closed deals from data sheet) → Numeric Aggregator (calculate avg. DOM, median sale price, count of closes) → Tools — Set Variables (compose digest string) → Mailchimp — Send Campaign to "Buyer Nurture" + "Seller Nurture" audiences
Real-world example: On the 1st of each month, Make.com pulls the previous month's data from your "Market Data" sheet — close price, list price, DOM, neighbourhood, date — runs it through the Numeric Aggregator to calculate medians and counts, builds a digest: "September in [City]: 47 homes closed, median sale $485k (+3.2% vs Aug), avg. 18 days on market," then feeds it into a Mailchimp campaign template and sends to your buyer/seller nurture list automatically.
Make.com pro tip
The Numeric Aggregator module (under Data) calculates median, average, sum, or count directly in Make.com — no formula in Google Sheets, no extra tool needed. Chaining Aggregator → Set Variables → Mailchimp lets you compose and send a data-driven email with zero manual calculation. This is one scenario where Make.com genuinely outperforms Zapier: Zapier has no native aggregator and you'd need a clunky workaround.
Make.com vs Zapier for Real Estate
We build templates for both platforms, so here's a straight answer.
Make.com wins for real estate if:
- →You need multi-branch lead routing. The Router module is included on every Make.com plan. In Zapier, multi-path logic (Paths) requires a paid tier and adds cost per branch. For routing leads from Zillow, website, and Facebook in a single scenario, Make.com is both cheaper and cleaner.
- →You want data aggregation for market reports. Computing median sale price or average DOM from a sheet and dropping it into an email is native in Make.com via the Numeric Aggregator. Zapier has no equivalent — you'd need a workaround or a separate tool.
- →You're in the EU, UK, or Canada. Make.com (originally Czech-built as Integromat) is the dominant automation tool outside the US. Better EU data residency, GDPR-native infrastructure, and a much larger local community.
- →You run volume. Make.com's cost-per-operation is significantly lower than Zapier's at the same tier. A 10-module scenario running 500 times/month is substantially cheaper on Make.
Zapier wins if:
- →You need a niche integration. Zapier supports 8,000+ apps vs. Make.com's ~1,500. Regional MLS tools, niche CRMs, or local business apps may only be on Zapier.
- →You're brand new to automation. Zapier's step-by-step builder is more approachable for first-timers. Make.com's canvas is powerful but has a steeper learning curve.
Bottom line
If you're building the lead routing, listing notifications, or market report scenarios above, Make.com is worth the extra hour of setup. The Router and Aggregator modules alone justify it for real estate workflows that branch on lead source or need data processing. If you just need simple 2-step automations, either platform works.
Get the Pre-Built Blueprints
If you want to skip the build-from-scratch process, our Lead Gen Automation Pack for Real Estate covers all 7 of these with exact module configurations, field mappings, and email templates — $27, instant download. Works in both Make.com and Zapier.
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7 Make.com-compatible scenarios for agents and transaction coordinators.
Frequently Asked Questions
Is Make.com good for real estate?
Yes — Make.com is particularly well-suited to real estate because of the Router module, which handles multi-source lead routing (Zillow, website, Facebook) in a single scenario at no extra cost. The Delay module is also better than Zapier's for timed sequences like expired listing outreach and review requests. Agents in Europe and Canada use it as their primary automation tool — it's the dominant platform outside the US.
Make.com vs Zapier for real estate agents — which should I use?
Use Make.com if you need multi-branch lead routing, data aggregation for market reports, or you're based in EU/UK/Canada. Use Zapier if you need a specific integration Make.com doesn't have (Zapier supports 8,000+ apps vs. Make's ~1,500), or if you want a simpler interface as a first-time automation user. For the 7 workflows in this post — especially lead routing and market reports — Make.com's Router and Aggregator modules are the better fit.
Can Make.com integrate with Follow Up Boss?
Yes. Make.com has a native Follow Up Boss module covering Contacts (create, update, search), People, and Events. You can trigger scenarios from new leads, update records after specific events, and push data both ways between Follow Up Boss and Google Sheets, Slack, Twilio, Gmail, and other tools in your real estate stack.
How do I automate lead follow-up in Make.com?
The core setup: Webhook or Facebook Lead Ads trigger → Router to branch by lead source or type → Follow Up Boss (or HubSpot/LionDesk) module to create/update the contact → Twilio for SMS → Gmail for email → Google Sheets to log. Set a Filter condition on each Router branch (e.g., {{lead_source}} = zillow) and test with Make.com's "Run once" mode before going live.
Are there free Make.com templates for real estate?
Make.com's native template library has a handful of generic real estate scenarios. For vertical-specific workflows with exact module configurations, field mappings, and email copy — lead routing, open house follow-up, transaction tracking, expired listing outreach, review requests — FlowPack's Lead Gen Automation Pack covers all 7 at $27 with ready-to-use templates for both Make.com and Zapier.
See also
FlowPack HQ sells workflow automation template packs for small businesses. All packs are digital downloads with step-by-step setup guides — no coding required. Works with Zapier, Make.com, and n8n.