Big Automations, Big Impact: Recapping Our Zapier Workshops with Keller Williams
Agent Marketing Desk partnered with our local Keller Williams market centers to present one of our most practical and time-saving classes, Big Automations: Scale with Zapier. We hosted hands-on sessions at:
July 9 – KW Houston Central (Houston, TX)
July 30 – KW Signature (Katy, TX)
August 5 – KW Southwest (Sugar Land, TX)
Our goal was to help agents take back their time, cut through repetitive admin work, and put their business growth on autopilot.
What is Zapier?
Zapier is a powerful automation platform that connects your apps and systems so they work together without manual input. Instead of moving information between tools by hand, you can create “Zaps,” which are automated workflows that run in the background. For real estate agents, this means leads can be added to your CRM, tagged, and followed up with instantly. It also means tasks like posting listings to social media or sending updates to clients can happen automatically, giving you more time to focus on building relationships and closing deals.
What We Covered
If you’ve ever felt like there aren’t enough hours in the day to follow up with leads, manage your CRM, send updates, and keep your marketing consistent, you’re not alone. In these workshops, we showed agents how to use Zapier to connect their favorite apps and automate key parts of their workflow so they can spend more time building relationships and closing deals.
Agents learned how to:
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Automate CRM and lead follow-up processes
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Connect tools like KW Command, Google Sheets, Gmail, and more
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Create workflows for emails, texts, content delivery, and client nurturing
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Use AI alongside automation to save time and stay consistent
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Reduce bottlenecks and streamline admin tasks
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Automate content creation
A Real-World Example
One of the most popular examples we built together:
When someone fills out a Buyer Questionnaire in Google Forms, Zapier can automatically:
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Add the contact to KW Command
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Tag them appropriately in Command
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Enroll them in a SmartPlan for immediate follow-up
That is an entire lead intake and follow-up process handled automatically.
Why It Matters for Agents
The right automations do more than save time. They help you deliver a more consistent and professional client experience. Whether it is sending a timely follow-up, posting your latest listing, or organizing your contacts, automation ensures nothing falls through the cracks.
We are proud to see so many agents embracing these tools and leaving with ready-to-use automations that will impact their business from day one.
We are working on tutorial videos that will be available on Agent Marketing School.
