How a property agency qualified ad leads and booked site visits on WhatsApp

This is an illustrative example with a fictional company. It shows a typical setup, not real results.

Challenge

Placeholder Realty Group ran ads for new developments and received leads from portals and its website. Agents chased every lead by phone, many of whom were not ready to buy. Listings were shared from personal phones, and managers had no view of follow-up.

What they built

• Click-to-WhatsApp ads for each development, with a qualification bot asking budget, preferred area and timeline.
• Portal and website leads brought into the inbox through webhooks, with an instant welcome template.
• Listing sharing with photos, floor plans and video tours from the inbox and the mobile app.
• Site-visit booking with a confirmation and a reminder including a map pin.
• HubSpot sync for contacts and deals.

Results

In an illustrative setup like this, the agency would expect to:

• Reach every lead within seconds, from ads, portals and the website.
• Route qualified buyers to agents by area, with the bot's answers attached.
• Track which ads lead to site visits and sales through Conversions API events.
• Keep every buyer conversation on the business number, visible to managers.