Actionist·Luxury Presence
Created by potrace 1.14, written by Peter Selinger 2001-2017

Luxury Presence

· #237 most-used

The AI-powered platform for real estate agents to attract leads, nurture clients, and grow their business

CRMSalesMarketingAnalyticsSchedulingEmail MarketingLead GenerationWebsite & CMS

Luxury Presence is the all-in-one growth platform built for real estate agents and brokerages. It combines a professionally designed IDX website, an AI CRM that surfaces buying and selling signals from 280M+ contact records, lead nurture automation, collaborative client search, homeowner reports, and managed social and paid advertising — all under a single login. Connect it to Actionist and your agents can sync new leads into your CRM, trigger follow-up sequences when contacts show property engagement, update listings, pull market report data, and route high-intent buyers to the right rep — without anyone watching a dashboard.

Try Luxury Presence with ActionistVisit Luxury Presence
Average time saved
13 hours
per person · per month
≈ 2 workdays back

Eliminates manual work. Agents eliminate the manual cycle of checking for new leads in the Luxury Presence dashboard, copying contact data into a separate CRM, writing follow-up messages from scratch, and assembling weekly market reports by hand.

Schedule

What your Luxury Presence agent runs on autopilot

A week of scheduled jobs your Actionist agent will execute on your behalf.

28Scheduled jobs
7Agents at work
24/7Always on
Agents
Tue–Thu
Tue
Wed
Thu
7a
8a
9a
10a
11a
12p
1p
2p
3p
4p
5p
6p
Multi-app workflows

Luxury Presence × every other app you use

End-to-end automations that span multiple apps — each one a real business outcome.

6Workflows
5Apps spanned
~12 hrsSaved / week
4Personas served
For sales
Featured4 apps

New lead routed, enriched, and contacted within minutes

Within about a minute of the form submission, the assigned agent receives a Slack message with the lead's profile, score, and a suggested first line. The lead is simultaneously created in HubSpot and logged to the team's intake sheet — so no lead sits unacknowledged while the team is away from the Luxury Presence dashboard.

~5 hrs

Time saved for your team — every week, on autopilot

The flow
Trigger·When a new lead submits a form on the Luxury Presence website
Trigger
Step 1
Created by potrace 1.14, written by Peter Selinger 2001-2017
Luxury Presence
New Lead or Lead Activity fires with full lead payload
read
Step 2
Created by potrace 1.14, written by Peter Selinger 2001-2017
Luxury Presence
Get Contact to pull the full profile and lead score
write
Step 3
HubSpot
Create or update contact in HubSpot CRM with source attribution
write
Step 4
Created by potrace 1.14, written by Peter Selinger 2001-2017
Luxury Presence
Assign Lead to Agent based on neighbourhood preference
write
Step 5
Slack
Post new lead alert to assigned agent with score, source, and suggested opener
write
Step 6
Google Sheets
Log new lead row to weekly intake tracker with timestamp
Result
Create or update contact in HubSpot CRM with source attributionAssign Lead to Agent based on neighbourhood preferencePost new lead alert to assigned agent with score, source, and suggested openerLog new lead row to weekly intake tracker with timestamp
The win
Saved per run
15 min
Runs / week
~20×
Every new lead is claimed, enriched, and in an agent's hands within minutes
Driven bySales Agent
ROI

Savings

What your team gets back — two angles: what you stop doing manually, and what that's worth.

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

  • Sales
    25 min / week
    Manual lead monitoring and routing

    Agents refresh the Luxury Presence dashboard periodically, manually copy new leads into a spreadsheet or secondary CRM, and decide who to assign them to — a process that can take 30 minutes or longer if the team is in meetings.

    Sales Agent
    0 min
    Agent routes, scores, and alerts within about a minute of lead capture

    When a form submits in Luxury Presence, the agent assigns the lead to the right territory, creates a CRM record, and sends the rep a Slack alert with a suggested opener — all before a human checks the dashboard.

  • Marketing
    30 min / week
    Manual homeowner report preparation

    An agent manually pulls neighbourhood stats, writes a personalised market update for each past client, and sends each email individually — a process most teams attempt quarterly at best because the per-contact effort is too high to do monthly.

    Marketing Agent
    0 min
    Agent dispatches personalised homeowner reports to every past client automatically

    A scheduled agent task pulls current market data per neighbourhood and sends each past client a personalised email. The agent handles 200 homeowner reports in the time it would take to write one by hand.

  • Customer Support
    15 min / week
    No systematic listing alert audit

    Without an automated audit, delivery gaps in listing alerts go unnoticed. Buyers who should have been alerted to a matching property never were, and agents only discover the miss when the buyer says they found the property on Zillow instead.

    Customer Support Agent
    0 min
    Agent identifies and fills listing alert delivery gaps weekly

    The Customer Support Agent reviews buyer saved searches, checks whether matching listings fired an alert in the past 14 days, and manually queues an alert for any buyer who should have been notified but was not.

  • Human Resources
    20 min / week
    Manual new-agent territory setup

    A team manager manually identifies which contacts belong to the new agent's territory, exports a list, and reassigns them in Luxury Presence one by one — a task that often takes a week to complete because it has to fit between client-facing work.

    Human Resources Agent
    0 min
    Agent provisions new agents with territory contacts from their first day

    When a new agent joins, the HR Agent runs territory-based lead assignment across the contact pool and confirms provisioning to the HR channel — the new agent has a warm contact list before their first client call.

  • Finance
    20 min / week
    Manual sold listing revenue tracking

    A team member manually checks the Luxury Presence dashboard for recent sold listings, cross-references with the MLS, enters transaction data into a spreadsheet, and calculates commissions — a process that typically happens monthly, not weekly.

    Finance Agent
    0 min
    Agent pulls sold listings and calculates GCI automatically each week

    The Finance Agent lists all listings that closed in the past 7 days, pulls sale prices, estimates GCI, and writes the transaction log — a revenue picture is current before the Monday morning budget review.

  • Operations
    25 min / week
    Infrequent manual listing accuracy checks

    Listing accuracy is checked manually when someone notices a discrepancy — usually after a buyer asks about a listing that is already sold, or after an offer is made on a property whose price has changed since it was shown.

    Operations Agent
    0 min
    Agent audits listing accuracy against the MLS sheet every Monday

    The Operations Agent compares every active Luxury Presence listing against the previous week's MLS snapshot, flags discrepancies in price or status, and surfaces them to the listing coordinator before the public sees stale data.

  • Legal
    8 min / week
    Manual opt-out processing

    A team member receives the opt-out request, searches for the contact in Luxury Presence, manually updates the stage and tags, types a compliance note, and logs it in a separate spreadsheet — a process prone to being delayed or skipped when the team is busy.

    Legal Agent
    0 min
    Agent processes opt-out requests with a compliant note within about two minutes

    When an opt-out request arrives, the agent finds the contact, applies the tag, stages them as Do Not Contact, creates a timestamped compliance note, and logs the event — all without a human touching the CRM.

+ 100s of other Luxury Presence automations
Average time saved
14 hrs / person / month
Calculator

Calculate what your team saves

Team size
5 people
Hourly rate
$75 / hr
Hours saved / week
16
Hours saved / year
800
Annual ROI
$60,000

Based on Luxury Presence's typical team usage — the visible tasks plus a few other automations the agent runs: ~3.2 hrs / person / week of admin work automated.

Connect

How to plug Luxury Presence into Actionist

Pick the connection method that suits your environment.

Connect via the Luxury Presence Webhooks API and REST API key. Luxury Presence sends lead and activity events via HTTP POST to Actionist, and the API key enables read operations such as pulling contact details and listing data.

1
Locate your credentials

In your Luxury Presence dashboard, go to Settings → Integrations → Webhooks. Copy your Webhook Secret and API key.

2
Enter credentials in Actionist

Paste your Webhook Secret and API Key into the fields below.

3
Test the connection

Actionist sends a test payload to confirm the handshake. You are ready once the test passes.

Credentials you'll need
Webhook Secret*
Found in your Luxury Presence dashboard under Settings → Integrations → Webhooks
API Key*
Your Luxury Presence account API key for read operations
Actions

15 actions your agent can call

Read and write operations available to your Actionist agent.

Triggers

1 event your agent can react to

Events your agent watches for, and the actions it kicks off in response.

FAQs

Questions about Luxury Presence + Actionist

How does Actionist connect to Luxury Presence?
Go to the Apps tab, find Luxury Presence, and click Connect. You will need two things from your Luxury Presence account: your Webhook Secret (found in Settings → Integrations → Webhooks) and your API key. Paste both into the connection fields in Actionist and click Test Connection. Actionist sends a verification handshake to confirm both credentials are valid before any agent actions run.
What does the New Lead or Lead Activity trigger actually fire on?
The trigger fires within about a minute on two classes of events: a new contact submitting any form on your Luxury Presence website (contact forms, listing inquiry forms, IDX search registration) and an existing contact generating a tracked activity event such as viewing a property page, creating a saved search, or signing up for a listing alert. Both event types deliver a JSON payload with the contact's identifier and the activity details, which Actionist uses to decide what action to run next.
Can Actionist read and write data in both directions with Luxury Presence?
The Luxury Presence Webhooks API sends event data from Luxury Presence to Actionist in real time (one-way push). The REST API key enables read operations — pulling contact profiles, lead scores, saved searches, listings, market reports, and CMA data — as well as write operations where the Luxury Presence API supports them, such as updating contact fields, adding notes, assigning leads, and sending listing alerts. This covers the workflows agents need most without requiring a full bidirectional sync.
What are the most common things agents automate using Luxury Presence and Actionist?
The four patterns that appear most often: (1) lead routing — when a new form submission fires, Actionist reads the contact's neighbourhood preference and assigns the lead to the right agent territory without anyone touching the dashboard; (2) listing alerts — when a new listing goes live, the agent matches its criteria against all buyer saved searches and fires personalised alerts to every matched contact within about a minute; (3) homeowner reports — a weekly or monthly scheduled agent task pulls market data for every past-client's neighbourhood and sends a personalised market update email; (4) hot-lead alerts — when a contact views five or more listings in a session, the assigned agent gets a Slack message with the session summary and a suggested call opener while intent is still high.
Does Actionist need to run on my computer to work with Luxury Presence, or can it run in the background?
Agents running on Actionist's plan-gated cloud runtime execute scheduled agent tasks and respond to webhook triggers even when your computer is off. The New Lead or Lead Activity trigger, for example, can fire at 2 AM and route the lead, log the contact, and send an alert without anyone being at their desk. Computer Use actions (those that interact with the Luxury Presence web UI directly) require the desktop app to be running, but the API-based actions and triggers described here work from the cloud on supported plans.
Can I connect Luxury Presence to my existing CRM like HubSpot, kvCORE, or Follow Up Boss?
Yes — this is one of the most common configurations. When the New Lead or Lead Activity trigger fires in Luxury Presence, an Actionist workflow can call Get Contact to pull the full profile and then write that data into HubSpot, kvCORE, or any other CRM that Actionist supports as a connected app. Field mapping is handled in the workflow step, so the Luxury Presence contact structure translates cleanly to your CRM's schema. You can also route leads to multiple CRMs simultaneously if your team uses more than one.
How does Actionist use the Luxury Presence AI lead score?
The Get Lead Score action retrieves the score and the contributing intent signals for any contact. Agents use this in several ways: building a daily prioritised call list (highest score = first call), splitting email sequences by score band (high-intent contacts get a direct meeting-request cadence while low-intent contacts get educational market updates), and surfacing score jumps — when a contact's score increases by 20+ points in a week, the assigned agent gets a proactive alert. The score is a read-only signal; Actionist cannot modify the scoring logic, which runs inside Luxury Presence.
Will Actionist work with Luxury Presence if I am on the Launch plan rather than a higher tier?
Actionist connects to Luxury Presence through the Webhooks API and REST API, which are available across Luxury Presence plan tiers. However, some features you might want to automate — such as AI SMS lead nurture conversations or social media management — are only available on higher Luxury Presence plans (Scale or All In). If the data or feature is not in your Luxury Presence plan, Actionist cannot read or trigger it. Check your Luxury Presence plan's feature list before setting up workflows that depend on tier-specific capabilities.