LIVE AUTOMATION 07
Real Estate Lead + Agent Automation
A live real-estate lead workflow that qualifies enquiries, assigns an agent, saves the lead, confirms the buyer, and alerts the sales team.
BUSINESS PROBLEM
The manual work this replaces
Property enquiries arrive with different budgets, timelines, locations, and levels of intent. Staff can lose time reviewing each message, deciding priority, assigning an agent, entering the lead, and planning follow-up.
LIVE WORKFLOW
What happens after one submission
Visitor submits a safe sample property enquiry → the same-domain PHP gateway validates the request → n8n scores and classifies the lead → assigns the appropriate agent → creates the lead record → writes it to Google Sheets → sends the buyer confirmation → alerts the assigned agent → returns the verified result to the portfolio.
REAL EXTERNAL ACTIONS
Proof beyond the browser screen
Real Google Sheets lead write; buyer confirmation email; internal agent notification email; lead score, classification, assignment, and next-action calculation.
VERIFIED TEST
What the final test proved
The final verified test produced a Hot Lead at 100/100, assigned Ayesha Malik for Residential Sales, saved record RE-20260817-7ZF7EM, sent both email actions, and set the next action to Call within 15 minutes.
BUSINESS VALUE
Why a business would use it
Replaces repeated enquiry review, manual scoring, agent selection, spreadsheet entry, buyer acknowledgement, internal handoff, and follow-up planning.
SAFE BOUNDARIES
What remains under human or client control
The score is a transparent lead-priority aid, not an automated sales decision. Client deployments can replace the portfolio agent rules and Google Sheet with the client’s CRM, territory rules, and messaging channels.
ARCHITECTURE
How the portfolio test reaches the workflow
Browser form → same-domain PHP gateway → authenticated published n8n workflow → business logic and external actions → structured response → live portfolio result. Private workflow URLs and authentication secrets remain server-side.
NEED A VERSION FOR YOUR BUSINESS?
The portfolio flow is designed to be replaced with your real systems and rules.
Client implementations can connect your website, CRM, inbox, database, team, APIs, and operating process while keeping the same automation architecture.