Quick overview
This workflow receives real estate inquiries via a webhook, uses Anthropic to extract key lead details from the message, applies a rules-based 0–100 scoring matrix, and appends the scored lead with priority and next action to Google Sheets before returning the result in the webhook response.
How it works
- Receives a POST request on a webhook containing a lead message and optional contact details.
- Normalizes the incoming payload into consistent fields (message, name, phone, and channel).
- Uses Anthropic (Claude) to extract structured lead attributes such as intent, area, property type, budget, timeline, financing, language, and visit availability.
- Calculates a deterministic lead score (0–100) using a configurable rules matrix, assigns a priority tier, and generates a recommended next action and missing-data list.
- Appends the enriched and scored lead record to a Google Sheets spreadsheet.
- Responds to the webhook request with the scored lead data.
Setup
- Add an Anthropic API credential for the Claude chat model used for information extraction.
- Add a Google Sheets credential, select the target spreadsheet and sheet in the append step, and ensure the sheet has columns that match the output fields for auto-mapping.
- Review and adjust the scoring CONFIG block (budget range, covered areas, property types, weights, and tier thresholds) to match your agency rules.
- Activate the workflow, copy the webhook URL, and configure your form/CRM to POST leads to the /lead-qualifier endpoint (or test by sending a sample JSON payload).