Once a lead is qualified as the right fit for your business the contact details and build preferences can be passed into your systems via any of the below methods.
We recommend working with your internal technical team in choosing which method/s will work best for your business.
WARNING: Webhook is the most reliable of the three lead handover options, as its has the benefit of flagging an error with the webhook. Whereas, sending the Email Notification and Mail Parser we have checks in place to ensure the email is sent, but have no visibility if it is received. If there is a change to your CRM that prevents the Mail Parser from working we have no way to be made aware. Similarly if inbox of email address provided for the Mail Parser stops being serviced with a change to personal there is no error message to alert us.
Email notifications send to your team inbox. This transaction Lead Notification email can be sent to any number of suitable contacts.
Mail Parser / XML Email this is a plain text email with the leads profiling details provided as field and value specific to the lead.
Your team would provide us an email address that can be received and digested by your CRM to automatically map the leads details to the appropriate fields in your CRM and then trigger the existing logic and workflows support your sales team.
Example Mail Parser / XML Email
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Contact Details
Full Name: Christine Holmes
Mobile: +6145169****
Email: mon*******@gmail.com
Handover Notes: Spoke to customer today. Expecting to hear back to
discuss H&L packages.
Profiling Details
Bedrooms: 4
Bathrooms: 2
Budget: Around $600K, can go up to $700K
Build Region: VIC REGIONAL Outer North West
Buyer Type: First Home Buyer
Has Land: No - looking for house & land package
Finance Status: Approved
House Style: Contemporary-popular currently
House Type: Single storey designs
Intersted In: House and Land Packages
Postcode: 3338
State: VIC
Suburb: Melton & surrounds
Timeframe: Within 3 monthsWebhooks are one of a few ways web applications can communicate with each other.
It allows you to send real-time data from one application to another whenever lead is delivered.
This exchange of data happens over the web through a “webhook URL.”
A webhook URL is provided by the receiving application, sent to the webhook URL in either JSON or XML format. This is known as the “payload.”
Here’s an example of what a webhook URL looks like with the payload it’s carrying:
Integrations increase lead engagement by up to 70%
By reducing delays in outreach, CRM integrations minimises lead leakage and ensures every enquiry reaches the sales team. It also dramatically improves speed to first contact, the strongest predictor of whether a sales appointment will be booked.
Structured, multi-stage follow-up sequences significantly increase the number of leads who re-engage after their initial enquiry. CRM integration ensures every prospect receives the right support materials such as brochures, floorplans, price guides and display information through consistent nurturing.
This lifts qualification rates and moves more buyers into display visits or sales consultations.
Source: Campaign Monitor Email Engagement Benchmark; Invesp Follow-up Effectiveness Study.
Buyers investing in a new home expect: consistent communication; transparent updates; personalised guidance through complex build decisions.
CRM automation helps teams deliver this by: tracking every conversation across every channel; personalising messaging at each stage; sending timely updates on promotions, land availability, inclusions, site starts and build milestones
These improvements result in higher appointment attendance, increased trust and stronger progression from enquiry → consultation → contract.
Source: Zendesk Customer Experience Trends Report; Salesforce Customer Success Metrics Report.
New home consultants manage high enquiry volumes across multiple touchpoints, portal leads, call-backs, pricing requests, display centre walk-ins and land enquiries.
CRM workflow automation helps by: reducing manual admin; speeding up qualification; eliminating double-handling between marketing, sales and construction teams
This allows consultants to focus on higher-intent buyers, increasing both sales velocity and contract volume while creating a better customer experience as buyers interact with the brand.
Source: LinkedIn “State of Sales” Report; McKinsey Productivity and Sales Efficiency Study.
Integrations remove repetitive, low-value data entry from consultants’ workloads while creating a more scalable and consistent process for managing enquiries. This ensures every lead reaches the appropriate team member, reduces human error, and provides marketing with accurate reporting and the ability to engage all leads through nurturing and future offers.
Source: HubSpot Sales Trends Report; Asana “State of Work” Survey.
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