Case Study: Realty Investment Advisors achieves 90% faster lead follow-up with Zapier

How a Real Estate Broker Uses Automation to Reduce Follow-Up Time by 90%

Realty Investment Advisors, a group of real estate brokers and agents, needed a faster way to manage and follow up on leads across Mailchimp, Zendesk, Trello, Slack, and RingCentral. Their challenge was connecting marketing and support tools so new subscriber activity, profile updates, and text inquiries would quickly turn into actionable lead records without manual work.

Using Zapier, Realty Investment Advisors built automated workflows that created Zendesk tickets, Trello cards, and Slack notifications from incoming lead data and SMS messages. The result was a 90% reduction in lead follow-up time and 75% less cold calling, helping the team respond faster and spend more time selling properties and closing deals.

Realty Investment Advisors

Jonathon Kerester

Managing Broker