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Qualify Real Estate Buyer Leads with GPT-4o & Airtable CRM Integration

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Created by: Nitesh || niteshdk11

Nitesh

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Last update 21 hours ago

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🧠 How It Works

This AI Agent automatically qualifies property buyer leads from form submissions and sends them directly to your CRM.

🔄 Workflow Steps

  1. Form Submission Trigger

    • When a user submits their details via a property inquiry form, the workflow is activated.
  2. AI Lead Classification

    • The buyer’s input (budget, location, timeline, etc.) is analyzed by OpenAI.
    • Structured data is extracted, and a lead score (0–100) is generated.
  3. Lead Qualification Logic

    • Leads with a score ≥ 70 are marked as qualified.
    • Leads with a lower score can be ignored or stored separately for later review.
  4. Follow-Up Actions (for Qualified Leads)

    • An email notification is sent to the real estate agent.
    • A record is created in Airtable to act as a lightweight CRM.

⚙️ How to Set Up

1. Form Setup

  • Replace the default trigger with your preferred source:
    • Typeform, Google Forms, Webflow form, etc.
  • Ensure your form collects the following fields:
    • Name, Email, Budget, Location, Timeline, Property Type

2. Connect Your Credentials

  • Add your OpenAI API key for the LLM node
  • Connect your Gmail account for notifications
  • Link your Airtable base & table to store qualified leads

3. Customize Scoring Logic (Optional)

  • Edit the Information Extractor prompt to tweak how scoring is calculated
  • Example: prioritize budget fit, location, or timeline

4. Test the Workflow

  • Submit a test entry via the form
  • Confirm:
    • You receive the notification email
    • A new lead record appears in Airtable

5. Activate & Go Live

  • Turn on the workflow
  • Start qualifying real buyer leads in real-time 🎯

🚀 Use Cases

  • Realtors → Filter out unqualified leads automatically
  • Agencies → Save time by only engaging with high-quality inquiries
  • Teams → Centralize qualified leads in Airtable for instant collaboration