Automate Real Estate Lead Matching with JotForm, Google Sheets & Gemini AI to Zoho CRM

Created by

Abdullah Alshiekh

Last update

Last update 2 days ago

🧩 What Problem Does It Solve?

In real estate, inquiries come from many sources and often require immediate, personalized attention. Brokers waste significant time manually:

Qualifying leads: Determining if a prospect's budget, neighborhood, and needs match available inventory.
Searching listings: Cross-referencing customer criteria against a large, static database.
Data entry: Moving contact details and search summaries into a CRM like Zoho.
Initial follow-up: Sending an email to confirm the submission and schedule the next step.

JotForm Trigger: Replace the placeholder with your specific JotForm ID.
Zoho CRM: Replace the placeholder TEMPLATED_COMPANY_NAME with your actual company name.
Gmail: Replace the placeholder Calendly link YOUR_CALENDLY_LINK in the Send a message node with your real estate consultant's booking link.

Google Sheets: Replace YOUR_GOOGLE_SHEET_DOCUMENT_ID and YOUR_SHEET_GID_OR_NAME in both Google Sheets nodes. Your listings must be structured with columns matching the AI prompt (e.g., bedrooms, rent, neighborhoods).
AI Models: Ensure your Google Gemini API key is linked to the Google Gemini Chat Model node.
AI Agent Prompt: The included prompt contains the exact matching and scoring rules for the AI. You can edit this prompt to refine how the AI prioritizes factors like supplier_rating or neighborhood proximity.

Small Startups: Collect High-Quality Leads: New inquiries must be quickly logged for sales follow-up, but manual entry is slow.
B2B Sales: High-Value Lead Enrichment: Need to prioritize leads that match specific product requirements and budget tiers.
Travel/Hospitality: Personalized Itinerary Matching: Quickly match customer preferences (e.g., dates, group size, activity level) to available packages.
E-commerce: Manual Product Recommendation: Sales teams manually recommend expensive, configurable items (e.g., furniture, specialized equipment).

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