Property and real estate

HUBSPOT EXAMPLE 17

Real Estate Enquiry Routing and Agent Assignment

Route buyer or seller enquiries by suburb, budget, property type, urgency, and agent ownership.

HomeLead

Real Estate Enquiry Routing

CRM automation workspace with scoring, ownership, tasks, and reporting.

Qualification form

Smart fields collect the minimum data needed to route the lead.

Work email
Company size
Primary goal
Timeline
Submit and route
New
Acme Corp$45,000 ARR
Northfield$28,000 ARR
Qualified
Finova$72,000 ARR
Proposal
Stackr$96,000 ARR
Closed
Cloudvara$118,000 ARR
New enquiries
328
primary signal
Routing accuracy
94%
routing logic
Appointments
77
business outcome
Jane Doe
Lifecycle stageMQL
New enquiries328
Routing accuracy94%
Appointments77
32
OwnerSarah Martinez
TerritoryMid-Market
StatusActive

Automation Status

Workflow active

Tasks, owner assignment, and lifecycle updates are running.

01
Enquiry submitted
Supporting step
02
Suburb detected
Supporting step
03
Agent assigned
Current journey stage
04
Follow-up task
Supporting step