Qualify Real Estate Leads from Forms with AI, Gmail & Airtable

This workflow automates the qualification of real estate leads. It triggers when a new form submission is received, uses AI to analyze the lead's input (budget, location, etc.) and generate a score. Based on the score, qualified leads trigger an email notification to the agent and are added as a new record in Airtable.

Apps Used:

Google Forms LogoGoogle FormsOpenAI LogoOpenAIGmail LogoGmailAirtable LogoAirtable

Categories:

SalesDocument ProcessingOther

How It Works

  1. 1When a new form is submitted via Google Forms
  2. 2Use an AI to analyze the form data, extract key information like budget, location, and timeline, and assign a lead qualification score from 0-100.
  3. 3If the lead score is 70 or higher
  4. 4Send an email notification to the sales agent with the lead's details
  5. 5Add the qualified lead as a new record to an Airtable CRM.

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