Property enquiry qualification with matched listings and viewing slots
At a glance
- Setup estimate
- 3–5 h (ESTIMATE)
- Tools
- Industries
- Real estate
Problem
Estate agents get enquiries from portals and site forms faster than they can qualify them, match them to stock and offer a viewing
Caveats
Written around UK estate-agent terms (for example chain status); adjust the fields for your market. Needs an OpenAI API key, a HubSpot account with four custom contact properties you create, and a Meta WhatsApp Business Cloud number with an approved message template (costs UNKNOWN). WhatsApp messages need the applicant's opt-in, and auto-send is off by default in the template; keep it off until you have reviewed the messages. Enquiry details are sent to OpenAI. The author links a paid add-on pack; it is not needed to use the free template.
Tools
- n8n webhook
- OpenAI (information extractor)
- Google Sheets (listings + enquiry log)
- Google Calendar
- WhatsApp Business Cloud
- HubSpot
- Slack
Browse by tool: n8n, OpenAI, Google Sheets, Google Calendar, WhatsApp, HubSpot, Slack
Steps
- Website or portal form POSTs the enquiry to a webhook.
- Normalize name, email and phone.
- OpenAI extracts budget, bedrooms, areas and finance status and gives a readiness score (manual-review fallback if AI fails).
- Score listings from a Google Sheet and pick up to three matches with a verdict (VIEWING, NURTURE, WATCH or UNSCORED).
- For VIEWING, find two free Calendar slots and create a tentative event.
- Optionally send the slots by WhatsApp template message.
- Upsert the HubSpot contact, post a Slack summary and log the enquiry to Sheets.
- Status
- Researched: Sourced and summarized, not yet run end-to-end by us
- Last checked
Setup estimates are rough guesses for someone comfortable with the tools who already has the accounts and API keys. Real time is unknown until tested.