Showing Requests for Real Estate Teams
Capture property interest, attendance details, criteria, and requested showing windows for the agent.
If you connect Google Calendar, test that a requested time creates an event. Your team still confirms availability.
- Appointment requests
- Requested times
- Team confirmation
Example call notes
Ready for the team
- Intent
- Showing scheduling
- Priority
- Standard
- Next step
- Record requested time
What this call should accomplish
Back to top ↑Collect the property, caller needs, and requested tour time for team follow-up.
Records a requested tour time without promising availability.
A connected Calendar workflow can create an event from the requested time.
Separates prospect, resident, owner, and vendor calls.
Records the caller, property, timing, and requested next step.
Questions worth asking
Back to top ↑Ask about the caller, property, and requested next step without deciding eligibility or availability.
- 1
What name and number should the property team use for follow-up?
- 2
Which property and requested showing windows apply?
- 3
Are you a buyer, seller, renter, resident, owner, or vendor?
- 4
What day or time would you like the team to consider for the tour?
- 5
Are there access notes or timing limits the team should know?
After the caller hangs up
Back to top ↑The requested time travels with the caller’s details.
Call notes keep the caller, property, timing, and request together.
A connected Calendar workflow can create an event from the requested time. It does not check availability or confirm the appointment.
People own availability, qualification, assignment, and property decisions.
Where the useful details can go
Back to top ↑Put the requested time on Google Calendar or send the call notes to another team tool. Set up and test the connection before relying on it.
Slack
Send the appointment request and captured notes to one channel.
See Slack details →
Google Calendar
Create an event from the requested time for the team to check.
See Google Calendar details →
HubSpot
Send the available caller details to a HubSpot contact.
See HubSpot details →
Zapier / Make
Start a Zap or Make scenario with the appointment-request details.
See Zapier / Make details →
Webhooks
Send the appointment-request event to your public HTTPS endpoint.
See Webhooks details →
Want examples? Explore integrations →
Where people stay in control
Back to top ↑What stays with your team
- People remain responsible for pricing, availability, Fair Housing, legal, lending, and property decisions.
- Anything outside the booking script goes to your team for follow-up.
Questions owners ask
Back to top ↑Does a requested time mean the appointment is booked?+
No. A connected Google Calendar workflow can create an event, but it does not check availability, confirm the appointment, or reschedule events.
Can it decide whether a buyer or renter qualifies?+
No. It can ask approved questions, but people own eligibility, availability, Fair Housing, lending, and property decisions.
Related pages
Back to top ↑Compare other real estate call situations before choosing a script.
- Real Estate overview
- Real estate agents
- Brokerages
- Property management
- Leasing
- Lead qualification
- Maintenance dispatch
Put this playbook to work
Choose the intake questions, requested-time fields, and follow-up owner.
Want the numbers? See pricing →