How to use HubSpot for Real Estate

Last Updated on 
May 22, 2024
Chang Chen
Chang Chen
No items found.

No one would want a high-value lead slipping through their fingers due to poor lead management, inconsistent follow-ups, inefficient deal closing, and disorganized contact administration. In real estate, precision and personalized interactions are paramount. However, traditional methods often fall short, leaving realtors grappling with missed opportunities. But what if there was a game-changing solution?

CRM tools can be the game-changer, with 39% of experts already embracing them. HubSpot for commercial real estate or residential properties is your ticket to faster, smarter sales. And the numbers speak for themselves: research reveals that every dollar invested in CRM has an impressive return of $8.71.

So, why stick to the limitations of Excel or Google Sheets for data management? It's time to step up your game with HubSpot CRM!

 What Is A Real Estate CRM?

A Real Estate CRM is a software tool that helps real estate professionals and agents efficiently manage and nurture their client relationships, streamline property listings, and track sales processes. It's like a digital assistant that ensures organized communication and enhances productivity in the real estate industry.

Why Do You Need A Real Estate CRM Software?

Real estate agents need to use CRM software due to the following reasons.

  1. Efficiency: Streamlines client data management and communication.
  2. Productivity: Automates repetitive tasks and reminders.
  3. Sales Growth: Enhances lead nurturing, resulting in increased conversions.
  4. Organization: Centralizes property listings and transaction data.
  5. Insights: Provides real-time analytics for informed decision-making.
  6. Client Relationships: Enables personalized communication for stronger connections.

Setting Up Your HubSpot Account

Consider different plans and pricing options

Before diving in, take a moment to explore HubSpot's various plans and pricing options to find the one that aligns with your specific real estate needs and budget. You can sign up for HubSpot CRM for real estate which is free and does not require any credit card.

Customize your HubSpot account for real estate

Tailor your HubSpot account to cater to the unique demands of the real estate industry. Customize preferences, notification settings, and other aspects to ensure it's optimized for your real estate operations. This customization will make HubSpot work effectively for your business.

Feel free to give this sample a try below.

Building Your Real Estate Database

Clients’ data organization and enrichment 

Effective client management begins by organizing your clients' information systematically. This involves creating a structured system for storing contact details and enriching this data with relevant real estate information. HubSpot CRM for real estate empowers you to handle and categorize client information efficiently. 

Additionally, consider leveraging Bardeen’s HubSpot automation to enrich your data further, enhancing your client relationships and sales efforts.

Below are the automation examples you can utilize to copy all HubSpot products to Airtable.

Bardeen is a Chrome extension for workflow automation that seamlessly integrates with various tools beyond HubSpot. Feel free to explore some alternative integrations below.

Segment contacts for targeted marketing

Segment your contact list into distinct groups to make your marketing efforts more effective. This allows you to tailor your communications to specific client categories, such as buyers, sellers, or investors. You can segment your contacts by following these few steps.

  • Log into your HubSpot account and access the contacts.
  • Create a new list and select the list type.
  • Add filters to specify the criteria for your segmented list.

Organize, or edit properties and listings

Centralize and categorize property information and listings. This step ensures that all property details, from location to specifications, are readily accessible. Below is an example of how you can organize or edit a property in HubSpot for commercial real estate. 

Creating a custom property in HubSpot is a breeze. Choose the field type for your data and customize styles and options to make it your own.

Creating Effective Real Estate Email Campaigns

HubSpot CRM empowers your sales team with one-to-one email capabilities, allowing personalized messages based on client behavior and history. These targeted emails, proven more effective than mass mailings, can be accessed from the CRM or your inbox, streamlining your real estate efforts.

Additionally, there is effective Bardeen AI email automation that seamlessly integrates with HubSpot for even greater efficiency.

Tracking Open Rates, Click-Through Rates, And Conversions

HubSpot offers built-in email tracking that allows you to see when recipients open your emails. You'll receive notifications when a contact opens an email, providing valuable insights into engagement. HubSpot tracks click-through rates by monitoring the links within your emails. You can view which links were clicked and by whom. This data helps you understand which content is resonating with your audience. If you're looking for advanced tracking and reporting capabilities, HubSpot's Marketing Hub offers more robust features for analyzing email campaign performance, A/B testing, and creating custom reports.

Using HubSpot's CRM for Lead Management

Predictive Lead Scoring and Prioritization

Imagine spending hours sorting and ranking leads, leaving your sales team little time to do what they do best: sell. With predictive lead scoring in HubSpot, you automate this task. It uses data from every step of the customer journey to rate leads. This means your team can focus on selling, armed with insights for timely follow-ups and more closed deals.

Automating Lead Follow-up

Keeping in touch regularly is the secret sauce for turning potential clients into happy homeowners. HubSpot's handy reminder and notification tools ensure you never miss a chance to follow up. Just set reminders for essential to-dos and chats, and you'll stay on top of your game, making success more likely. You can even schedule reminders for meetings. And for streamlining meeting management, here are a few Bardeen automations to lend a hand.

Integrating HubSpot with Real Estate Websites like and Zillow

Your real estate website is your digital storefront, and HubSpot is your trusty assistant. When you unite the two, magic happens. Imagine effortlessly syncing your website with HubSpot's powerful tools to supercharge your real estate game. It's like having your dream team working seamlessly to boost leads, conversions, and client relationships. Here's how you can do wonders by connecting HubSpot with and Zillow using Bardeen for your real estate business.

Visit this page to connect HubSpot with

Visit this page to connect HubSpot with Zillow

Tracking Real Estate Sales, and Campaigns to Check the ROI

Tracking real estate sales and campaigns to check ROI is crucial as it allows you to measure the effectiveness of your marketing efforts, understand which strategies yield the best results, and allocate resources wisely. By monitoring sales and campaign performance, you can make data-driven decisions, optimize your marketing strategies, and maximize your return on investment.

Unlock HubSpot CRM for real estate: The Bardeen Advantage

Mastering HubSpot CRM for real estate can transform the way you manage clients’ properties and marketing campaigns. From organizing your database to automating workflows, HubSpot offers a suite of tools tailored to the unique needs of real estate professionals. As you become proficient with HubSpot and look to amplify your productivity, explore the Bardeen, where AI can enhance your real estate workflow.

Automate repetitive browser tasks with AI

Bardeen is the most popular Chrome Extension to automate your apps. Trusted by over 200k users.

Get Bardeen free
get bardeen

Don't just connect your apps, automate them.

200,000+ users and counting use Bardeen to eliminate repetitive tasks

Effortless setup
AI powered workflows
Free to use
By clicking “Accept”, you agree to the storing of cookies. View our Privacy Policy for more information.