Portal & Ad Lead Intake & Router
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Lead Capture & Qualification
Portal & Ad Lead Intake & Router
One pipe for Zillow, portals, and Meta leads, deduped, enriched, and routed in seconds.
A unified intake layer that ingests leads from Zillow, Realtor.com, Meta/Facebook lead ads, Google forms, and your IDX site, dedupes against existing contacts, enriches them, and assigns each to the right agent by territory, price band, or round-robin, instantly.
<10s
to capture, dedupe & assign
0
leads lost between systems
99%+
routed to the right agent
The impact
No lead slips through the cracks or sits unassigned, and every agent gets the right leads with full context the moment they arrive.
<10s
to capture, dedupe & assign
0
leads lost between systems
99%+
routed to the right agent
Who it's for
- Multi-source teams juggling Zillow, Meta, and IDX leads
- Brokerages with round-robin or territory assignment rules
- Zillow Flex teams needing fast, fair distribution
- Offices losing leads to duplicate or unassigned records
What you get
- Unified multi-portal intake pipeline
- Phone/email dedupe and contact-merge logic
- Enrichment and priority-scoring layer
- Configurable routing rules (territory, price band, round-robin)
- Downstream triggers wired to responder, voice, and video
The pipeline
How it works, end to end.
Every step is built, benchmarked, and wired into your stack. Here is exactly what happens.
Multi-source ingest
APIs/webhooks pull leads from Zillow, Realtor.com, Meta lead ads, Google Ads forms, and IDX into one stream.
Dedupe & match
Each lead is matched against the CRM by phone/email to merge duplicates and surface prior history.
Enrich & score
The system appends property interest, source quality, and a priority score to flag hot inquiries.
Route by rules
Assignment follows your logic: territory, price band, language, listing agent, or round-robin fairness.
Notify & sync
The assigned agent is pinged and the lead, source, and score are written to Follow Up Boss / HubSpot / kvCORE.
Trigger downstream AI
Intake kicks off the instant responder, voice call, or avatar video automatically.
Multi-source ingest
APIs/webhooks pull leads from Zillow, Realtor.com, Meta lead ads, Google Ads forms, and IDX into one stream.
Dedupe & match
Each lead is matched against the CRM by phone/email to merge duplicates and surface prior history.
Enrich & score
The system appends property interest, source quality, and a priority score to flag hot inquiries.
Route by rules
Assignment follows your logic: territory, price band, language, listing agent, or round-robin fairness.
Notify & sync
The assigned agent is pinged and the lead, source, and score are written to Follow Up Boss / HubSpot / kvCORE.
Trigger downstream AI
Intake kicks off the instant responder, voice call, or avatar video automatically.
Under the hood
The data flow, wired into your tools.
Reads
- Portal and ad-platform lead feeds and ADF emails
- IDX/website form submissions
- Existing CRM contacts for dedupe matching
- Source-quality and attribution metadata
Produces
- Single deduped, enriched lead record
- Agent assignment per your routing rules
- Priority score and source attribution tags
- Triggered downstream SMS, voice, and video workflows
Before & after
What changes once it ships.
Leads scattered across portals and inboxes
One unified pipe captures every source in under 10 seconds
Duplicate records fragment each buyer’s history
Phone/email matching merges duplicates into one clean contact
Leads sit unassigned until someone notices
99%+ auto-routed to the right agent with full context
Why it matters
The business case
Leads scattered across five portals, three inboxes, and a CRM mean duplicates, unassigned records, and the inevitable lead that nobody calls because nobody saw it. Every lead that slips between systems is portal spend set on fire and a deal handed to a faster shop. A single deduped, enriched, instantly routed pipe guarantees the right agent gets the right lead with full context in seconds, which is the foundation every other automation depends on.
FAQ
Portal & Ad Lead Intake & Router: your questions, answered.
Which lead sources can it ingest?+
Zillow, Realtor.com, Homes.com and other portals, Meta/Facebook and Instagram lead ads, Google lead forms, your IDX/website forms, and inbound calls or texts, all unified into one pipeline.
How does lead routing logic work?+
You define the rules: round-robin for fairness, territory or ZIP, price band, listing agent, language match, or team-based pods. The router applies them in seconds and can fall back if an agent is unavailable.
How does it prevent duplicate leads?+
It matches every incoming lead against your CRM by phone and email, merges duplicates, and links repeat inquiries to the existing contact so agents see one clean history instead of fragments.
Does it work with Zillow Flex and team accounts?+
Yes. We integrate with portal and team feeds including Flex-style distributions and respect your existing claim/assignment rules while adding speed and enrichment on top.
What if a portal does not offer a direct API?+
We capture those leads via the portal’s email/ADF parsing or partner integrations, normalize them, and route them through the same pipeline so no source is left out.
Can it trigger calls and texts automatically?+
Yes, intake is the front door. Once a lead is captured and routed it instantly fires the SMS responder, AI voice call, and avatar video so follow-up starts within seconds.
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