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Automate Your Boomtown Real Estate Lead Follow-Up with CallAction Drip Campaigns
Automate Your Boomtown Real Estate Lead Follow-Up with CallAction Drip Campaigns

How to set up automated lead follow-up and nurture campaigns for Boomtown real estate leads using CallAction text & voicemail drip campaigns

Updated over 4 years ago

Do You Generate Real Estate Leads via Boomtown Website Forced Email Registrations?

Learn how you can integrate your Boomtown CRM with CallAction to instantly respond and follow-up to every online real estate lead using your own custom text message drip campaigns with direct to voicemail drops while Boomtown CRM engages your leads via email campaigns. 

Boomtown > CallAction Workflow

Use this workflow to assign a CallAction drip campaign to every Boomtown ROI real estate website lead registrations automatically. 

This will work with Boomtown email leads that are routed directly to agents via Boomtown lead routing rules or real estate leads sent to an ISA or Virtual Assistant.

You can now ensure that your real estate team is instantly responding to every lead and following-up using your own ideal follow-up cadence and combination of calls, texts, video, image and audio text messages.

Web Traffic > Boomtown Website Registrations > CallAction > Drip Campaign

Basic Workflow Setup of Boomtown to CallAction Marketing Automation

  • Create your CallAction custom drip campaign to automatically follow-up with every inbound lead.

  • Assign a dedicated CallAction number and email to follow-up with your Boomtown leads.

  • Setup simple gmail forwarding rules for new Boomtown email lead registrations to be forwarded to your (or your teams) dedicated CallAction email address(es).

  • CallAction will start following up with leads based on your attached drip campaign settings until the lead responds at which point CallAction will automatically stop the assigned campaign.

  • You can setup a Boomtown + CallAction Zapier integration to get Boomtown real estate leads. 

Well designed drip campaigns you will see lead engagement over 53% typically after 5-8 touches. Increased lead engagement translates to increased lead conversion and ultimately more closings and GCI.

Detailed Setup Instructions for Boomtown Real Estate Lead Follow-Up

First you will start by building out your ideal drip campaigns to follow-up with your Boomtown real estate leads.

We recommend mapping this out ahead of time, pre-recording your voicemail messages and videos and preparing any images that you will also send out. 

Setting up Your Boomtown Drip Campaigns

First you will start by building your lead follow-up drip campaign.

  1. Login to CallAction

  2. Click on “Tools” in top navigation bar

  3. Click on “Drip Campaigns”

  4. Click on "Add New Drip Campaign" button in top right

  5. Give your drip campaign a name

  6. Select 7 day drip campaign follow-up (best practice)

  7. Click “Add Step”

  8. Select your delay, message type and any media

  9. Add as many follow-up steps as needed to your drip campaigns 

  10. Save your new drip campaign

Tip: End campaign using the “Text Reminder” option to send a text message to your agent to update the status of the lead in Commissions and to then re-assign a new long term follow-up campaign.

Now, we will create a dedicated CallAction number to capture and track all of your Boomtown leads. 

This CallAction call capture number be used to track inbound calls from your Boomtown website. Inbound calls will be captured and sync lead calls directly into your Boomtown CRM.  If you run a real estate team you can also distribute inbound lead calls using our call broadcast system.

This number will be the phone number that will send out the follow-up text campaigns.

Setup a Boomtown Lead Campaign Number on CallAction

  1. Login to CallAction

  2. Click on "Phone Numbers"

  3. Click on "Add Phone Numbers"

  4. Enter desired Area code

  5. Optional - you can refine your phone number search to specific number series or vanity words

  6. Click search phone numbers

  7. List of available phone numbers will appear

  8. Select checkbox next to phone number(s) you want to add to your account

  9. Scroll to bottom, click "Get Selected Phone Numbers"

Screen will now refresh and take you back to your list of CallAction numbers. 

  1. Click on "Manage" next to your new Boomtown number

  2. Click on "Call Settings" and scroll down to "Campaign Name"

  3. Enter "Boomtown Calls" or similar name in "campaign name" to track lead calls

  4. Click "Save"

  5. Click on "Email Settings"

  6. Enter "Boomtown Emails" in "Campaign Name" to track email leads

  7. Click "Save"

Attach Your Boomtown Follow-Up Campaign to Email Leads

  1. Login to CallAction

  2. Click on "Phone Numbers"

  3. Click on "Manage" of your new Boomtown phone number

  4. Click on "Email Settings"

  5. Select your  "Boomtown" drip campaign from drop-down

  6. Click "Save"

Next, we will need to get your Boomtown email lead notifications going into your dedicated CallAction phone number.

Setting Email Forwarding Rule for Boomtown Leads to CallAction Email

  1. Login to CallAction 

  2. Click on “Phone Numbers” in top navigation

  3. Click on “Manage” of the CallAction number you will be using for drip campaigns

  4. Click on “Email Settings” button

  5. Copy your “CallAction Email” address (will be used next in email forwarding rules)

  6. Select your drip campaign you will use in the drop down

  7. Click Save

Setup Boomtown Email Forwarding Rule

Lastly, we need to send new lead registrations to your CallAction using automated email forwarding rules.

  1. Login to your Gmail / Email account settings

  2. Add your CallAction email address as a new email forwarding address
    (You MUST notify us to confirm your email forwarding address)

  3. Create email forwarding rule using filter to select new Boomtown email lead registrations

Congratulations, you have now setup a fully automated workflow and automated follow-up system with your Boomtown real estate leads in real-time.

Bonus: Once your Boomtown leads are in CallAction you can nurture those leads long-term with our holiday text campaigns with video text.

Try this BoomTown to CallAction Workflow Intergration for Free

CallAction offers free 14-day trial with full access to every tool including our custom drip campaigns, call broadcast lead router and text tool. Every trial also gives you access to our private Facebook group and a one on one screen share demo.


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