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Back to Qualify real estate leads via SMS with GPT-4o, Twilio, and Google Sheets

Set Up: Qualify real estate leads via SMS with GPT-4o, Twilio, and Google Sheets

When prospects submit a form on your website, this workflow instantly sends an SMS response and initiates an AI conversation to qualify leads. The AI agent asks about budget, location, and timeline while storing chat history in PostgreSQL. Qualified leads are summarized and sent to Google Sheets for agent follow-up.

What This Automation Does
1

Trigger SMS response from form submission

Automatically detects new form submissions on your real estate website and initiates the lead qualification process.

2

Send instant SMS to prospect

Uses Twilio to immediately send an SMS message to the prospect who submitted the form, beginning the conversation.

3

Conduct AI-powered qualification chat

GPT-4o AI agent asks qualifying questions about budget, location preferences, timeline, and other relevant criteria through SMS.

4

Store conversation in PostgreSQL database

Saves the entire chat history tied to the prospect's phone number for future reference and context maintenance.

5

Generate lead summary and handoff

AI creates a comprehensive summary of the conversation and qualification details for the real estate agent.

6

Log qualified lead to Google Sheets

Automatically adds the lead summary and contact information to a Google Sheets spreadsheet for agent review and follow-up.

Prerequisites

  • Twilio account with SMS capabilities
  • OpenAI API key for GPT-4o access
  • PostgreSQL database setup
  • Google Sheets with agent access
  • Real estate website with lead capture form
  • Twilio phone number for SMS sending

Services Used

Memory Postgres ChatOpenAITwilio (WhatsApp / SMS)Google Sheets

Services with alternatives — you can swap them in the next step.