Lead qualification via an SMS conversation

A lead comes in — the scenario texts the person via twilio, finds out budget, area and timeline, and sends you a summary via ServiceNow.

  • A reply to the lead in seconds
  • Budget, area, timeline found out for you
  • Conversation history in Microsoft SQL
  • A ready lead summary for you
n8n FormPostgres Chat MemoryTwilio
Set it upScriptera

How it works

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

  1. Starts when: On form submission
  2. Then: Wait 5 Seconds
  3. Then: Initial Text Message
  4. Then: Postgres Chat Memory
  5. Then: OpenAI Chat Model1
  6. Then: Wait
  7. Then: Real Estate Qualifier
  8. Check: Check if Conversation Completed
  9. If yes: Query Supabase for conversation history
  10. Then: Combine Rows
  11. Then: Summarize Transcript
  12. Then: Store results in google
  13. Then: Send Lead to owner
  14. If yes: Thank Your Text
  15. If no: Response Text from Agent
  16. Then: OpenAI Chat Model2
  17. Then: Structured Output Parser1
  18. Starts when: Wait for Text Response

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

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