Automate real estate lead matching with Jotform, & Gemini AI to Zoho CRM

What Problem Does It Solve? In real estate, inquiries come from many sources and often require immediate, personalized attention. Brokers waste significant time manually: Qualifying leads: Determining if a prospect's budget, neighborhood, and needs match available inventory. Searching listings: Cross-referencing customer criteria against a large, static database. Data entry: Moving contact details and search summaries into a CRM like Zoho. Initial follow-up: Sending an email to confirm the submission and schedule the next step. 🛠️ How to Configure It Jotform & CRM Setup Jotform Trigger: Replace the placeholder with your specific Jotform ID. Zoho CRM: Replace the placeholder TEMPLATEDCOMPANYNAME with your actual company name. Gmail: Replace the placeholder Calendly link YOURCALENDLYLINK in the Send a message node with your real estate consultant's booking link. Database & AI Setup Google Sheets: Replace YOURGOOGLESHEETDOCUMENTID and YOURSHEETGIDORNAME in both Google Sheets nodes. Your listings must be structured with columns matching the AI prompt (e.g., bedrooms, rent, neighborhoods). AI Models: Ensure your Google Gemini API key is linked to the Google Gemini Chat Model node. AI Agent Prompt: The included prompt contains the exact matching and scoring rules for the AI. You can edit this prompt to refine how the AI prioritizes factors like supplierrating or neighborhood proximity. 🧠 Use Case Examples Small Startups: Collect High-Quality Leads: New inquiries must be quickly logged for sales follow-up, but manual entry is slow. B2B Sales: High-Value Lead Enrichment: Need to prioritize leads that match specific product requirements and budget tiers. Travel/Hospitality: Personalized Itinerary Matching: Quickly match customer preferences (e.g., dates, group size, activity level) to available packages. E-commerce: Manual Product Recommendation: Sales teams manually recommend expensive, configurable items (e.g., furniture, specialized equipment). If you need any help Get in Touch