Instant reply to a property inquiry with matched listings

An inquiry via JotForm — AI matches listings from Microsoft Excel 365 to the request, sends the client a reply via Microsoft Outlook, and files a lead in Zoho CRM.

  • Catches the inquiry via JotForm
  • AI matches listings from Microsoft Excel 365
  • Sends the client a reply via Microsoft Outlook
  • Files a lead in Zoho CRM
Google Sheets Tool

How it works

To pass leads from JotForm to Microsoft Excel 365 automatically, use a ready-made scenario — no manual copying, no lost leads.

  1. Starts when: JotForm Trigger
  2. Then: Set: Normalize Lead
  3. Then: AI Agent
  4. Then: Send a message
  5. Then: Create a lead
  6. Then: Google Gemini Chat Model
  7. Then: googleSheets
  8. Then: Structured Output Parser

You can launch this JotForm + Microsoft Excel 365 integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.