š§ How It Works
- This AI Agent automatically qualifies property buyer leads from form submissions.
- Form Submission Trigger
- When a user submits their details via a property inquiry form, the workflow is triggered.
- AI Lead Classification
- The buyer's input (budget, location, timeline, etc.) is analyzed by OpenAI to extract structured data and generate a lead score (0ā100).
- Lead Qualification Logic
- Leads with a score of 70 or above are marked as qualified, the rest are ignored or stored separately.
- Follow-Up Action
- Qualified leads trigger:
- Email notification to the agent
- Record creation in Airtable as CRM
āļø How to Set Up
- Form Setup
- Replace the form trigger with your preferred source (Typeform, Google Form, etc.)
- Make sure the form includes: Name, Email, Budget, Location, Timeline, Property Type
- Connect Your Credentials
- Add your OpenAI API key for the LLM node
- Connect your Gmail account for notifications
- Link your Airtable base and table to store qualified leads
- Customize Scoring Logic (Optional)
- You can tweak the prompt in the Information Extractor node to change how scoring works
- Test the Workflow
- Submit a test entry via the form
- Check if you receive an email and see the lead in Airtable
- Activate & Go Live
- Turn on the workflow and start qualifying real buyer leads in real time
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