Follow up with every lead
Every buyer and seller enquiry gets a timely, personal follow-up.
Agents and coordinators · Real estate · When something happens · Updated
Works with
- Slack
- HubSpot
- Salesforce
- Attio
- Pipedrive
- Gmail
- Microsoft 365
- Superhuman Mail
Slack
HubSpot
Salesforce
Attio
Pipedrive
Gmail
Microsoft 365
Superhuman MailHow do you follow up with every real estate lead?
To follow up with every real estate lead, connect your CRM and tell Maito who handles new enquiries. When one arrives, Maito matches it to listings, drafts a reply, checks the CRM for an existing agent, posts it for the assigned agent, and sets a reminder to call.
How it's done today
Leads go cold while agents are at showings.
What Maito does
- Read the enquiry
- Draft a reply with matching listings
- Remind the agent to call
Example
Loop run: New HubSpot enquiry · Priya N., website form, 3 bed under $700k
New enquiry from Priya N. She wants a 3-bed under $700,000 near good schools and filled in the form at 1:09 PM. Matching homes • 14 Oak Street, $689,000, 3 bed • 31 Linden Ave, $674,500, 3 bed • 9 Birch Court, $649,000, 3 bed + den Draft reply: 'Hi Priya, thanks for getting in touch. Three homes fit what you described. I'd be happy to show any of them this weekend. When is a good time for a quick call?' The catch: HubSpot shows Priya was assigned to Marta in September, last activity Sept 12. Check with Marta before replying so she isn't contacted twice. Call reminder set for 1:25 PM.
@Maito I'll ask Marta first. Move the reminder to 4:00 PM.
Moved to 4:00 PM. The draft stays unsent in HubSpot.
Maito (1:12 PM):
New enquiry from Priya N. She wants a 3-bed under $700,000 near good schools and filled in the form at 1:09 PM.
Matching homes
• 14 Oak Street, $689,000, 3 bed
• 31 Linden Ave, $674,500, 3 bed
• 9 Birch Court, $649,000, 3 bed + den
Draft reply: 'Hi Priya, thanks for getting in touch. Three homes fit what you described. I'd be happy to show any of them this weekend. When is a good time for a quick call?'
The catch: HubSpot shows Priya was assigned to Marta in September, last activity Sept 12. Check with Marta before replying so she isn't contacted twice.
Call reminder set for 1:25 PM.
Luis (1:20 PM):
I'll ask Marta first. Move the reminder to 4:00 PM.
Maito (1:20 PM):
Moved to 4:00 PM. The draft stays unsent in HubSpot.
How to set it up
- Ask your agent
“When a new enquiry comes into HubSpot, draft a reply with 3 matching listings and post it in #leads for the assigned agent. Remind them to call within 15 minutes. Don't send anything.”
- Connect CRM
- HubSpot
- Salesforce
- Attio
- Pipedrive
- Connect email
- Gmail
- Microsoft 365
- Superhuman Mail
Not connected yet? Your agent sends you a link to sign in.
What it won't do
Matches come from the listings it can read, and it can't tell if a lead is serious. The agent decides what to send and when to call.
Questions
No. It drafts the reply and posts it for the agent. Nothing is sent until a person sends it.
HubSpot, Salesforce, Attio and Pipedrive, connected through MCP. It can also use Gmail or Microsoft 365.
It flags the earlier assignment so the agent checks first and the lead isn't contacted twice.
