A real estate client from Dubai
DeliveredRouting new CRM leads to the right agents
Every new HubSpot lead is matched to the relevant agents from the options chosen on the form, then sent to them on WhatsApp, so they can talk to the customer about buying a home in Dubai.
Lead alerts
New lead for you
Name
Phone
Options
now
Simulated interface. Not client data.
How each lead flows.
Step 01
Lead created.
A form submission creates a new lead in HubSpot, which triggers the n8n workflow.
Step 02
Match agents.
The workflow reads the options chosen on the form and matches the lead to the relevant agents.
Step 03
Send on WhatsApp.
The lead's details are sent to those agents on WhatsApp.
A person takes over
Agent follows up.
The agent talks to the customer about buying a home in Dubai.
HubSpot · New form submission
Name
Phone
Options selected
Simulated interface. Not client data.
HubSpot · New form submission
Name
Phone
Options selected
Step 01
Lead created.
A form submission creates a new lead in HubSpot, which triggers the n8n workflow.
Form options
From the submission
n8n workflow
Match on the options
Step 02
Match agents.
The workflow reads the options chosen on the form and matches the lead to the relevant agents.
Lead alerts
New lead for you
Name
Phone
Options
now
Step 03
Send on WhatsApp.
The lead's details are sent to those agents on WhatsApp.
Calling the customer
About buying a home in Dubai
A person takes over
Agent follows up.
The agent talks to the customer about buying a home in Dubai.
Simulated interface. Not client data.
- The challenge
- Each new lead in the client's HubSpot CRM needed to reach the relevant agents, so they could talk to the customer about the purchase of a home in Dubai.
- What we built
- An n8n workflow triggered by every new lead in HubSpot. It reads the options the customer selected in the form submission, matches the lead to the relevant agents, and sends them the lead's details on WhatsApp, so the conversation with the customer can start.
- Trigger
- A new lead from a HubSpot form submission
- Routing
- By the options the customer selected on the form
- Delivery
- WhatsApp, to the matched agents
- Technology
- HubSpot CRM, n8n workflow automation, WhatsApp.
Client name withheld.
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