BHG Executive Real Estate Complete Resource Library

MoxiWorks Lead Flow Automation — Sources & Setup

LEAD SOURCES THAT FLOW INTO MOXIWORKS

AUTOMATED FOLLOW-UP TIMING

Auto new-lead response email + call/text ASAP

Sends lead/contact data into MoxiEngage

Immediately

Realtor.com

API Nation sync

Personal follow-up: what are they looking for & timeline?

Day 1

MoxiEngage Leads / Zillow Tech Connect

Uses Zillow Leads Key generated inside MoxiEngage

Zillow

Phone or text — offer listings or market value report

Day 3

Useful for paid buyer/seller lead campaigns

Facebook Lead Ads

API Nation sync

Home search check-in or seller consultation message

Day 7

Helpful if collecting leads from forms/events

Google Sheets

API Nation sync

Market update or helpful local real estate info

Day 14

Follow Up Boss, kvCORE, BoomTown, Chime, HighLevel, LionDesk

API Nation or supported integration

Used when migrating or syncing CRM leads

Enroll in Neighborhood News or long-term nurture campaign

Monthly

Key: Realtor.com → API Nation. Zillow → direct setup inside MoxiEngage Leads Settings. API Nation syncs are generally one-way into MoxiWorks.

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