Tech Stack: Facebook Leads • Make (Integromat) • Airtable CRM • ChatGPT • Claude AI • Gmail
Overview
This automation streamlines how a real estate agency captures and nurtures new Facebook leads.
New leads are instantly processed, enriched, and followed up with a personalized email draft all without manual effort.
Workflow
Facebook Lead Capture – Watches for new sign-ups on Facebook ads and fetches lead details in real time.
Conversions API – Sends event data back to Facebook for accurate tracking and optimization.
CRM Entry – Automatically creates a new record in Airtable CRM with the lead’s information.
Data Enrichment – Uses ChatGPT to convert postcode data into neighborhood details and context.
AI Email Drafting – Claude generates a natural, tailored email draft based on the lead’s preferences and property interests.
Email Preparation – Draft is saved in Gmail, ready for review or instant send.
Status Update – Airtable CRM updates the lead status to “Contacted.”
Key Features
⚡ Instant Lead Response: No delays from capture to email draft.
💡 Hyper-Personalization: AI ensures the email reflects the lead’s location and interests.
📊 Better Ad Tracking: Facebook Conversions API improves campaign optimization.
✅ Seamless CRM Sync: All records are updated automatically.
Impact
This system significantly reduces response time and boosts engagement rates, helping the agency convert more Facebook leads into qualified property buyers.
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Posted Sep 25, 2025
Automated lead-to-email process for a real estate agency using AI and CRM tools.