Automatically match real estate inquiries to available listings

Matches every new inquiry to available properties and logs the lead so your CRM stays current.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig>"new inquiry submitted"]:::trig s0["read buyer criteria"]:::task s1["compare against listings"]:::task s2[("save match to crm")]:::store s3["send follow-up email"]:::task trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 out[/"crm record with matched listings"/]:::out pay{{"faster reply than competing agents"}}:::pay s3 --> 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 stepA record or sheetResultPayoff
Build size
Advanced

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

Business functions
AI Agents & Autonomous SystemsCRM & Sales PipelineE-commerce & ProductEmail AutomationSpreadsheet & Database OpsReal Estate & Property
Connects
JotformGoogle SheetsGoogle GeminiZoho CRMGmail
Featured in

The problem it solves

Every new inquiry means comparing a buyer's budget and preferences against your entire listing sheet by hand, then typing their details into your CRM. By the time you reply, another agent may have already reached out first.

Who it fits

Real estate brokers and agents fielding inquiries from multiple online forms.

How it works

  1. A new inquiry comes in through your online form
  2. The system reads the buyer's budget, location, and needs
  3. It compares those criteria against your current listings
  4. The best-matching properties and buyer details are saved to your CRM
  5. You receive a follow-up email ready to schedule a showing
What you get

Showings booked faster after every inquiry

Every new inquiry gets matched against your current listings and lands in your CRM with a follow-up email ready to go.

What you get

A CRM record for each lead with matched property suggestions and a follow-up email.

What you need

A form tool, a Google Sheet of listings, a Google Gemini API key, and a Zoho CRM account.

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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