Process Real Estate Leads
Extract, verify, and save real estate leads from Typeform; assign team members and send notifications automatically.
Collecting Real Estate Leads Data
This workflow automates processing of real estate lead submissions from a Typeform form. It extracts key lead details, allows for human review, checks for duplicates, saves leads in a Google Sheets document, and notifies the appropriate team member by email.
The workflow performs these steps:
- Receives raw Typeform submission data including fields like Name, Email, Phone Number, Property Type, and more.
- Uses an AI assistant to extract and map the submission data into a structured format, filling missing fields with "NA".
- Presents the extracted data for a human reviewer to verify and approve or reject.
- Merges the approved data with existing records and checks if the lead is a duplicate by comparing emails.
- Assigns the lead to a team member based on the preferred location.
- Saves the lead data to a Google Sheet unless it is a duplicate.
- Sends email notifications both to the assigned team member and a confirmation email to the lead if the lead is new.
What you need
- A Typeform account with a form collecting real estate lead data as specified.
- Needle platform account to set up and run this workflow.
- Google Sheets account with a spreadsheet ready to receive leads (use your own spreadsheet ID).
- Google Sheets connector configured in Needle.
- Gmail account connected through Needle to send emails.
How the flow works
| Node | Description |
|---|---|
| Needle AI (Lead Extraction) | Extracts and maps form fields from raw Typeform submission into structured lead data. |
| Human In The Loop Review | Presents extracted data to a human for verification and approval to ensure accuracy. |
| Merge & Duplicate Check | Combines AI output with Google Sheets data; detects duplicates by email address. |
| Assign Lead to Team Member | Assigns a team member based on lead's preferred location; prepares email details. |
| Save to Google Sheets | Inserts lead data into specified Google Sheet unless the lead is a duplicate. |
| Email Team Notification | Sends an email notification with lead details to the assigned team member. |
| Email Lead Confirmation | Sends a confirmation email to the lead if it is new; different message if duplicate. |
Output
By the end of the workflow, new real estate leads from Typeform are processed and stored in Google Sheets. The appropriate team member receives an email with lead details, and leads receive a confirmation email. Duplicate leads are filtered out from notifications and sheet entries.
Notes
- Missing form fields default to "NA" to ensure consistent data.
- Duplicate checks are based on email addresses to prevent redundant entries.
- Lead assignment: Bangalore/Bengaluru leads route to one team member, Mumbai leads to another, others default to the first contact.
- Authorize your Google Sheets and Gmail connectors in Needle before running.
- Human review helps catch extraction errors before saving or emailing.
- Replace placeholder
<spreadsheet-id>with your actual Google Sheets ID and worksheet number as needed, keeping the structure consistent.
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