Steal My $2,000 Real Estate Automation—Complete Tutorial!

Introduction

This tutorial provides a comprehensive guide to automating real estate processes using a $2,000 setup. The automation is designed specifically for real estate agencies dealing with large projects but can be adapted for various use cases. By following these steps, you can streamline your operations and enhance productivity.

Step 1: Set Up Your Automation Platform

To begin with, you’ll need a platform to build your automation.

• Sign up for MAKE:

  • Go to MAKE's registration page and create an account.

• Familiarize Yourself with Postman:

  • Download and install Postman from here to test API requests.

Step 2: Create Your Google Sheet

Your automation process will rely on a Google Sheet for data storage.

Copy the Example Google Sheet

• Access the template using this link: Copy Google Sheet.
• Make a copy to your own Google Drive for customization.

Step 3: Set Up Your Google Form

A Google Form will act as the data input method.

Create or Use the Example Form

• Access the Google Form example here: Google Form Example.
• Customize questions as needed to gather the relevant information for your real estate projects.

Step 4: Connect Google Forms to MAKE

Integrate your Google Form with MAKE to automate data collection.

• Install MAKE for Google Forms:

  • Download the extension from the marketplace: MAKE for Google Form Extension.

• Configure the Integration:

  • Follow the setup process within MAKE to connect your Google Form and Google Sheet. This will allow responses from the form to populate directly into the spreadsheet.

Step 5: Build Automation Scenarios

Now you need to create automation scenarios within MAKE.

• Create a New Scenario:

  • Within MAKE, create a new scenario that responds to new Google Form submissions.

• Set Triggers and Actions:

  • Define triggers (e.g., when a new form submission occurs) and actions (e.g., sending an email notification or updating another database).

Step 6: Test Your Automation

Before going live, ensure everything is functioning as intended.

• Run Tests:

  • Submit test entries through your Google Form.
  • Check your Google Sheet and any email notifications to confirm that data flows correctly.

• Troubleshoot:

  • If something isn’t working, revisit your scenario settings in MAKE and adjust as necessary.

Conclusion

You’ve successfully set up a real estate automation system that can enhance your agency's efficiency. By utilizing Google Sheets, Google Forms, and MAKE, you can streamline data collection and processing. As a next step, consider exploring additional integrations or automations that could further improve your workflow. Happy automating!