Matching properties to a client in budget — right on the request

A client's request enters the scenario, it matches properties within budget from the base, emails them to the client, saves the lead and notifies the agent.

  • Properties are matched within budget automatically
  • Options are emailed to the client right away
  • The lead is saved, the agent is notified
  • No match — a polite reply to the client
Webhook
Set this upScriptera

How it works

To get Gmail notifications in SeaTable, you don't need a developer: a ready-made scenario watches events and sends messages for you.

  1. Starts when: Capture Lead
  2. Then: Structure & Clean Data
  3. Then: Formula Creation
  4. Then: Fetch Properties Required & ± 5% budget range
  5. Check: Check Match Availability
  6. If yes: Generate Email Template
  7. Then: Send Property Details
  8. Then: Append Lead Data
  9. Then: Notify Sales Agent
  10. Starts when: Send Lead Confirmation Message
  11. If no: No Properties Found Respond

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

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