Capture, qualify, and route real estate leads automatically

New WhatsApp and website leads are read, deduplicated, assigned to an agent, and logged, no manual sorting required.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4)

flowchart TD trig>"new WhatsApp or web lead"]:::trig s0["extract lead details"]:::task s1["check for duplicate lead"]:::task s2["assign lead to agent"]:::task s3[("log lead to CRM")]:::store s4["notify agent and team"]:::svc trig --> s0 s0 --> s1 s2 --> s3 s3 --> s4 gx{"× is lead a duplicate"}:::gate s1 --> gx p00["discard as duplicate"]:::task gx -->|"duplicate found"| p00 p10["continue to assignment"]:::task gx -->|"new lead"| p10 p00 --> s2 p10 --> s2 out[/"lead logged and assigned"/]:::out pay{{"no leads lost or duplicated"}}:::pay s4 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepAn outside serviceA record or sheetOne path onlyResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
AI Agents & Autonomous SystemsKnowledge Base & RAGCRM & Sales PipelineEmail AutomationMessaging & NotificationsSpreadsheet & Database OpsReporting & AnalyticsReal Estate & Property
Connects
WhatsAppAirtableSlackGmailOpenAI
Featured in

The problem it solves

Leads come in through WhatsApp messages and web forms, and it's easy for them to get lost or answered twice by different agents. Without a fair system for assigning leads, some agents get overloaded while others get nothing.

Who it fits

Real estate agencies and brokerages with multiple agents handling inbound leads from WhatsApp and web forms.

How it works

  1. A new inquiry arrives by WhatsApp message or website form
  2. AI reads the message and pulls out the lead's details and property interest
  3. The system checks for duplicate leads already in the system
  4. It assigns the lead fairly to the next available agent based on property interest
  5. The lead is logged to the CRM and the agent and team are notified
What you get

Leads sorted and routed to agents

You get every new lead from WhatsApp or your website checked for duplicates, matched to the right agent, and logged straight into your CRM.

What you get

A logged, deduplicated lead assigned to an agent, plus a weekly report on lead volume and assignments.

What you need

A WhatsApp Business account, an Airtable account, a Slack workspace, a Gmail account, and an OpenAI API key.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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