4 Essential Real Estate Automations to Save Time

Discover 4 simple real estate automations to streamline tasks, save time, and improve efficiency in your business processes.

6 min read
4 Essential Real Estate Automations to Save Time

4 Essential Real Estate Automations to Save Time

In the fast-paced world of real estate rentals, time is your most valuable asset. For high-volume rental agents juggling endless inquiries, follow-ups, and team coordination, automation can be a game-changer. But let’s face it - many rental agents shy away from automation, worried it’s too complex or impersonal. The good news? Automations can be simple to implement and still deliver human-like interactions that enhance efficiency, leave clients impressed, and free you up to focus on closing deals.

This article explores four essential automations that can transform your real estate rental business, based on practical examples shared by a real estate expert. Whether it’s managing contacts, speeding up lead responses, or streamlining your marketing, these strategies can save you time and boost your revenue without requiring advanced tech skills.

Why Automate? The Real Estate Agent's Dilemma

Rental agents frequently face communication breakdowns - missed inquiries, slow lead responses, or juggling too many administrative tasks. These inefficiencies don’t just cost time; they also impact client satisfaction and lead conversion rates. Automation solves these problems by taking repetitive tasks off your plate, ensuring no opportunity slips through the cracks.

Let’s dive into four simple yet impactful automations tailored for rental agents.

1. Seamlessly Add New Contacts to Your CRM and Email List

The Problem

You meet a new lead, jot down their details in your phone, and then have to manually transfer that information into your CRM and email system. This extra step is tedious and prone to errors.

The Automation

When you save a new contact on your phone, this automation ensures their details are automatically:

  • Added to your CRM: Centralize all your leads and clients without lifting a finger.
  • Synced with your email list: Keep them updated with newsletters or property updates.

How It Works

  1. Add a contact to your phone with preconfigured labels (e.g., "seller" or "buyer").
  2. Using tools like Make.com or Zapier, set an automation to detect new contacts and update your CRM and email list instantly.
  3. That’s it! Now every new contact gets stored where you need them without manual input.

Why It Matters

This automation eliminates the risk of forgetting to follow up with new leads. It also ensures your marketing efforts (like email newsletters) reach everyone consistently.

2. Speed to Lead: Instant CRM Updates and Follow-Ups from Website Inquiries

The Problem

Online inquiries are time-sensitive. If you don’t respond to a lead within minutes, they’re likely to move on to another rental agent.

The Automation

When someone submits a form on your website:

  1. Their details are instantly added to your CRM.
  2. A new deal is created for them.
  3. They receive an immediate confirmation email saying you’ll call them in 5 minutes.
  4. (Optional) You get a text with their information, so you can follow up directly.

How It Works

  1. Use an automation tool like Make.com to monitor website form submissions.
  2. Configure it to perform these actions automatically:
    • Add the lead to your CRM.
    • Generate a deal.
    • Send a customized email or text.

Why It Matters

Speed is everything in real estate. This automation ensures no lead gets lost in the shuffle, and your quick response sets the tone for a professional and attentive experience.

3. Automate Listing Photos into Canva for Marketing

Canva

The Problem

Every time you receive photos for a new rental property, you have to manually upload them to Canva or other marketing tools. It’s a repetitive task that slows down your marketing timeline.

The Automation

With this automation, uploading listing photos to a Google Drive folder will automatically:

  1. Create a new folder in Canva.
  2. Upload the photos directly into Canva, so they’re ready for design.

How It Works

  1. Organize your listings in Google Drive with designated folders.
  2. Set up an automation to monitor those folders for new photos.
  3. Once photos are detected, they’re uploaded into Canva under a corresponding folder.

Why It Matters

This automation streamlines your marketing workflow, helping you showcase properties faster. It’s particularly useful for rental agents who rely on high-quality visuals to attract tenants.

4. Auto-List Properties on Your Website from MLS Notifications

The Problem

When you receive new listing updates from your MLS, you manually extract the details, gather images, and upload them to your website. This process is time-consuming and delays your ability to promote listings.

The Automation

Whenever your MLS sends you a new listing email:

  1. The automation extracts the MLS number and retrieves listing details (e.g., address, description, photos) from online platforms like Zillow.
  2. It automatically uploads all the information to your website.

How It Works

  1. Set your MLS emails to filter into a specific folder in Gmail or another email client.
  2. Use an automation tool to monitor that folder for new emails.
  3. Extract the relevant details, pull additional data from Zillow, and publish the listing on your website.

Why It Matters

This automation saves hours of manual work and ensures your website always displays the latest listings. Plus, it enhances your professionalism by keeping your site up-to-date with minimal effort.

Key Takeaways

  • Save Time with Automation: Automating repetitive tasks like adding contacts, responding to leads, or uploading photos frees up your time for high-value activities.
  • Improve Lead Conversion: Speed-to-lead automations ensure you respond to inquiries in minutes, increasing your chances of securing deals.
  • Streamline Marketing: Automating photo uploads and listing updates accelerates your ability to market properties effectively.
  • Enhance Client Satisfaction: Automations create a seamless experience for your clients, making you look organized and reliable.
  • Tools to Explore: Platforms like Make.com and Zapier make real estate automations accessible, even for non-tech-savvy users.

Final Thoughts

Automation isn’t about replacing the human touch - it’s about empowering you to focus on what matters most: building relationships, closing deals, and providing excellent service. These four automations are just the beginning. With the right tools and mindset, you can reimagine how your real estate rental business operates, saving time, reducing stress, and boosting your bottom line.

Start small by implementing one automation today, and watch as your efficiency and client satisfaction soar. The real estate market moves fast - make sure you’re moving faster.

Source: "4 Easy Real Estate Automations Every Agent Should Use" - Luminary Agent, YouTube, Aug 25, 2025 - https://www.youtube.com/watch?v=CvT1fYLkITI

Use: Embedded for reference. Brief quotes used for commentary/review.

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