Automated lead qualification via SMS after form with AI

This workflow automates initial lead qualification by triggering an AI-powered SMS conversation after a user submits their phone number on a website. The system collects key details, summarizes the interaction, and delivers structured data to the agent — fully automated, no manual input required.

## Who it´s for
- Real estate agents automating initial client intake
- Real estate agencies aiming to quickly qualify incoming leads
- Website owners in real estate with contact forms
- Real estate SaaS platforms integrating AI assistants

## What the automation does
- Triggered by form submission with a phone number (via webhook)
- Sends a welcome SMS using Twilio
- Conducts a conversational SMS dialogue using LangChain and OpenAI, asking three questions: name, property type, and location
- Stores full chat history in PostgreSQL (Supabase) for context persistence
- Summarizes the conversation upon completion and saves it to Google Sheets
- Notifies the agent about the new qualified lead

## What´s included
- Ready-to-use n8n workflow
- Logic for webhook and SMS triggers
- Integrations with Twilio, OpenAI, Supabase (PostgreSQL), Google Sheets API
- Basic text instructions for setup and adaptation

## Requirements for setup
- n8n account (cloud or self-hosted)
- Twilio account with an active SMS-enabled number
- OpenAI API key
- Supabase project with PostgreSQL database
- Google Sheets document for lead storage

## Benefits and outcomes
- Reduces lead qualification time to minutes
- Eliminates need for manual calls or follow-ups
- Full customer interaction history automatically preserved
- Structured lead data instantly available in spreadsheet format
- Scales to handle hundreds of leads daily without team expansion
- Improves conversion through instant response

## Important: template only
Important: you are purchasing a ready-made automation workflow template only. Rollout into your infrastructure, connecting specific accounts and services, 1:1 setup help, custom adjustments for non-standard stacks and any consulting support are provided as a separate paid service at an individual rate. To discuss custom work or 1:1 help, contact via Telegram: @gleb923.