🧠 How It Works This AI Agent automatically qualifies property buyer leads from form submissions and sends them directly to your CRM. 🔄 Workflow Steps Form Submission Trigger When a user submits their details via a property inquiry form, the workflow is activated. 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. 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. 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.
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