01

Real Estate Lead CRM Automation with Google Workspace

A Google Workspace based CRM automation that captures real estate leads, organises them into the appropriate inquiry path, coordinates follow-up activity, and keeps operational records synchronised through n8n. It handles the administration around a lead. The sales conversation stays with a person.

Class
CRM Automation
Built with
n8n · Google Sheets · Gmail · Google Calendar · Google Drive
Walkthrough
Loom recording

The work

Real estate inquiries need to be captured, classified, assigned, acknowledged, followed up, scheduled and organised across email, calendar, Google Drive and Google Sheets.

The friction

Handled by hand, someone repeatedly copies lead information between systems, works out the inquiry type, sends updates, schedules follow-ups, creates supporting records, and makes sure the next step is not forgotten.

n8n workflow canvas for the Real Estate Lead CRM Automation, showing a Google Sheets trigger, an inquiry type branch splitting into housing loan, buying, viewing request and assume balance paths, then agent assignment, team notification, acknowledgement email, reminder scheduling, calendar event creation, appointment confirmation, Google Drive folder creation and a summary email.
The full n8n canvas. The inquiry type node is where the run splits into four paths, and everything after it is follow-up, scheduling and record keeping.1849 × 868 · 332 KB

The system

A new row in Google Sheets starts the run. The inquiry type decides which of four paths the lead follows.

  1. Google Sheets Trigger
  2. Set Lead Data
  3. Inquiry Type

    Branches on

    • Housing Loan
    • Buying a House and Lot
    • House and Lot Viewing Request
    • Assume Balance House and Lot
  4. Agent Assigned
  5. Notify Team about New Lead
  6. Auto-Acknowledge to Lead
  7. Wait
  8. Schedule Reminder
  9. Create Calendar Event
  10. Booking Update
  11. Send Appointment Confirmation Email
  12. Create Google Drive Folder
  13. Save Google Drive Folder Link Back to Google Sheets
  14. Email Summary

What it handles

  • Lead intake
  • Inquiry classification
  • Operational routing
  • Agent assignment
  • Internal team notification
  • Acknowledgement email
  • Reminders
  • Calendar event creation
  • Booking updates
  • Appointment confirmation
  • Google Drive folder creation
  • CRM and sheet record synchronisation
  • Summary email

What stays human

Everything that requires judgment about the lead remains with the agent.

  • The real sales conversation
  • The relationship with the lead
  • Nuanced qualification
  • Scheduling changes
  • Final business decisions
  • Overrides when routing or assignment needs judgment

The principle

The workflow moves the paperwork. The conversation stays with a person.

Exceptions

These are cases that may need review or correction. They are not presented as implemented exception handlers.

  • Missing contact details
  • Incomplete inquiry information
  • Unclear inquiry type
  • Duplicate entries
  • Scheduling conflicts
  • Email delivery failure
  • Calendar creation problems

How it improves the workflow

The workflow reduces repetitive lead administration and creates a consistent path from inquiry capture through follow-up and record organisation.

Who it’s for

  • Real estate agents & brokers
  • Small property management teams
  • Sales teams with high lead volume
  • Businesses using Google Workspace
  • Anyone drowning in manual lead tracking

Walkthrough