{ "meta": { "templateCredsSetupCompleted": false }, "name": "AI Real Estate Buyer and Seller Lead Router with Claude", "tags": [], "nodes": [ { "id": "d3e4f5a6-0010-4000-8000-000000000001", "name": "Sticky Note", "type": "n8n-nodes-base.stickyNote", "position": [ -368, 48 ], "parameters": { "width": 480, "height": 896, "content": "## AI Real Estate Buyer and Seller Lead Router with Claude\n\n### How it works\n\nThis workflow serves a hosted lead-capture form, normalizes the inquiry, and sends it to Claude to classify whether the person is a buyer, seller, renter, or investor, judge their timeline and readiness, score the lead, and flag financing status. Ready leads trigger an alert to the assigned agent and a row in an active-leads Google Sheet, while early-stage leads are logged to a separate nurture tab. Every submitter receives a friendly confirmation page.\n\n### Setup steps\n\n- Open the Receive Lead Submission node and adjust the form title, description, and fields to match your market.\n- Configure an HTTP Header Auth credential for Anthropic with header name x-api-key and value sk-ant-... and attach it to the Analyze Lead node.\n- Connect Gmail credentials and set the agent recipient on the Dispatch Agent Alert node.\n- Connect Google Sheets credentials and create a spreadsheet with two tabs, then replace the placeholder sheet ID in both append nodes.\n- Review the scoring, timeline, and financing rules in the Analyze Lead prompt and tune them to your team.\n- Activate the workflow and share the production form URL on your site and listing pages.\n\n### Customization\n\nEdit the form fields and the Claude rubric to fit buyers only, sellers only, or both. Change the ready-lead threshold, route buyers and sellers to different agent inboxes, swap Gmail for Slack or SMS, or push hot leads into a CRM in parallel with the Google Sheets log." }, "typeVersion": 1 }, { "id": "d3e4f5a6-0010-4000-8000-000000000002", "name": "Sticky Note1", "type": "n8n-nodes-base.stickyNote", "position": [ 192, 144 ], "parameters": { "color": 7, "width": 416, "height": 336, "content": "## Receive and normalize lead\n\nServes a hosted lead-capture form and standardizes the inquiry: name, contact, intent, budget, timeline, area, and notes for downstream processing." }, "typeVersion": 1 }, { "id": "d3e4f5a6-0010-4000-8000-000000000003", "name": "Sticky Note2", "type": "n8n-nodes-base.stickyNote", "position": [ 640, 160 ], "parameters": { "color": 7, "width": 416, "height": 320, "content": "## Classify and parse lead\n\nSends the normalized lead to Claude to determine buyer or seller intent, timeline, financing readiness, and a score, then parses the JSON response and merges it back into the lead data." }, "typeVersion": 1 }, { "id": "d3e4f5a6-0010-4000-8000-000000000004", "name": "Sticky Note3", "type": "n8n-nodes-base.stickyNote", "position": [ 1104, 48 ], "parameters": { "color": 7, "width": 640, "height": 576, "content": "## Route ready leads\n\nEvaluates whether the lead is ready to transact, then routes the result: alerting the assigned agent and logging active leads, or logging early-stage leads to a separate nurture tab." }, "typeVersion": 1 }, { "id": "d3e4f5a6-0010-4000-8000-000000000005", "name": "Sticky Note4", "type": "n8n-nodes-base.stickyNote", "position": [ 1776, 144 ], "parameters": { "color": 7, "width": 240, "height": 336, "content": "## Confirm to submitter\n\nReturns a friendly confirmation page to the lead after the routed handling path completes." }, "typeVersion": 1 }, { "id": "d3e4f5a6-0010-4000-8000-000000000006", "name": "Receive Lead Submission", "type": "n8n-nodes-base.formTrigger", "position": [ 240, 320 ], "parameters": { "options": {}, "formTitle": "Find Your Next Move", "formFields": { "values": [ { "fieldType": "text", "fieldLabel": "Full Name", "requiredField": true }, { "fieldType": "email", "fieldLabel": "Email", "requiredField": true }, { "fieldType": "text", "fieldLabel": "Phone" }, { "fieldType": "dropdown", "fieldLabel": "I Am Looking To", "fieldOptions": { "values": [ { "option": "Buy a home" }, { "option": "Sell my home" }, { "option": "Both buy and sell" }, { "option": "Rent" }, { "option": "Invest" } ] }, "requiredField": true }, { "fieldType": "text", "fieldLabel": "Area or Neighborhood" }, { "fieldType": "text", "fieldLabel": "Budget or Target Price" }, { "fieldType": "dropdown", "fieldLabel": "Ideal Timeline", "fieldOptions": { "values": [ { "option": "ASAP" }, { "option": "1 to 3 months" }, { "option": "3 to 6 months" }, { "option": "6 to 12 months" }, { "option": "Just exploring" } ] } }, { "fieldType": "dropdown", "fieldLabel": "Financing Status", "fieldOptions": { "values": [ { "option": "Pre-approved" }, { "option": "Need a lender" }, { "option": "Paying cash" }, { "option": "Not sure" }, { "option": "Not applicable" } ] } }, { "fieldType": "textarea", "fieldLabel": "Anything Else We Should Know" } ] }, "responseMode": "responseNode", "formDescription": "Tell us what you are looking for and a local agent will reach out. No obligation." }, "typeVersion": 2.2 }, { "id": "d3e4f5a6-0010-4000-8000-000000000007", "name": "Set Lead Fields", "type": "n8n-nodes-base.set", "position": [ 460, 320 ], "parameters": { "options": {}, "assignments": { "assignments": [ { "id": "l1-name", "name": "fullName", "type": "string", "value": "={{ ($json['Full Name'] || '').toString().trim() }}" }, { "id": "l2-email", "name": "email", "type": "string", "value": "={{ ($json['Email'] || '').toString().trim().toLowerCase() }}" }, { "id": "l3-phone", "name": "phone", "type": "string", "value": "={{ ($json['Phone'] || '').toString().trim() }}" }, { "id": "l4-intent", "name": "intentRaw", "type": "string", "value": "={{ ($json['I Am Looking To'] || '').toString().trim() }}" }, { "id": "l5-area", "name": "area", "type": "string", "value": "={{ ($json['Area or Neighborhood'] || '').toString().trim() }}" }, { "id": "l6-budget", "name": "budget", "type": "string", "value": "={{ ($json['Budget or Target Price'] || '').toString().trim() }}" }, { "id": "l7-timeline", "name": "timeline", "type": "string", "value": "={{ ($json['Ideal Timeline'] || '').toString().trim() }}" }, { "id": "l8-financing", "name": "financing", "type": "string", "value": "={{ ($json['Financing Status'] || '').toString().trim() }}" }, { "id": "l9-notes", "name": "notes", "type": "string", "value": "={{ ($json['Anything Else We Should Know'] || '').toString().trim() }}" }, { "id": "l10-timestamp", "name": "timestamp", "type": "string", "value": "={{ $now.toISO() }}" } ] } }, "typeVersion": 3.4 }, { "id": "d3e4f5a6-0010-4000-8000-000000000008", "name": "Analyze Lead with Claude", "type": "n8n-nodes-base.httpRequest", "position": [ 680, 320 ], "parameters": { "url": "https://api.anthropic.com/v1/messages", "method": "POST", "options": {}, "jsonBody": "={\n \"model\": \"claude-sonnet-4-6\",\n \"max_tokens\": 1024,\n \"messages\": [\n {\n \"role\": \"user\",\n \"content\": \"You are an intake coordinator at a residential real estate team. Analyze the lead and reply with valid JSON only, no markdown fences, no commentary. Use this exact schema:\\n\\n{\\n \\\"lead_type\\\": \\\"buyer|seller|buyer_seller|renter|investor|unknown\\\",\\n \\\"summary\\\": \\\"\\\",\\n \\\"score\\\": ,\\n \\\"is_ready\\\": ,\\n \\\"timeline_band\\\": \\\"immediate|near_term|long_term|exploring\\\",\\n \\\"financing_ready\\\": ,\\n \\\"recommended_agent_role\\\": \\\"\\\",\\n \\\"suggested_next_step\\\": \\\"\\\",\\n \\\"missing_info\\\": [\\\"\\\"]\\n}\\n\\nScoring rules:\\n- 8-10: clear intent, near-term timeline, financing in place or cash, specific area or price.\\n- 5-7: real interest but a longer timeline or missing financing detail.\\n- 1-4: vague, just exploring, spam, or out of area.\\nis_ready is true when score is 7 or higher. financing_ready is true when the lead is pre-approved or paying cash, or financing is not applicable to a seller. Treat sellers as financing_ready true.\\n\\nLEAD:\\nLooking to: \" + {{ JSON.stringify($json.intentRaw) }} + \"\\nArea: \" + {{ JSON.stringify($json.area) }} + \"\\nBudget or target price: \" + {{ JSON.stringify($json.budget) }} + \"\\nTimeline: \" + {{ JSON.stringify($json.timeline) }} + \"\\nFinancing: \" + {{ JSON.stringify($json.financing) }} + \"\\nName: \" + {{ JSON.stringify($json.fullName) }} + \"\\nNotes: \" + {{ JSON.stringify($json.notes) }}\n }\n ]\n}", "sendBody": true, "sendHeaders": true, "specifyBody": "json", "authentication": "genericCredentialType", "genericAuthType": "httpHeaderAuth", "headerParameters": { "parameters": [ { "name": "anthropic-version", "value": "2023-06-01" }, { "name": "content-type", "value": "application/json" } ] } }, "typeVersion": 4.2 }, { "id": "d3e4f5a6-0010-4000-8000-000000000009", "name": "Parse Lead Classification", "type": "n8n-nodes-base.code", "position": [ 900, 320 ], "parameters": { "jsCode": "// Parse the Claude response and merge it with the original lead fields\nconst lead = $('Set Lead Fields').item.json;\nconst raw = $json.content?.[0]?.text || '{}';\n\nlet parsed = {\n lead_type: 'unknown',\n summary: 'Failed to parse AI response',\n score: 0,\n is_ready: false,\n timeline_band: 'exploring',\n financing_ready: false,\n recommended_agent_role: 'Intake review',\n suggested_next_step: 'Review manually',\n missing_info: []\n};\n\ntry {\n const cleaned = raw.replace(/^```(?:json)?\\s*/i, '').replace(/\\s*```\\s*$/i, '').trim();\n parsed = JSON.parse(cleaned);\n parsed.score = Math.max(1, Math.min(10, parseInt(parsed.score, 10) || 0));\n} catch (e) {\n parsed.summary = 'AI returned malformed JSON: ' + raw.slice(0, 200);\n}\n\nconst isReady = parsed.is_ready === true || parsed.score >= 7;\nconst missingInfo = Array.isArray(parsed.missing_info) ? parsed.missing_info.join(' | ') : '';\n\nreturn [{\n json: {\n ...lead,\n lead_type: parsed.lead_type || 'unknown',\n summary: parsed.summary || '',\n score: parsed.score,\n is_ready: isReady,\n isReady,\n timeline_band: parsed.timeline_band || 'exploring',\n financing_ready: parsed.financing_ready === true,\n recommended_agent_role: parsed.recommended_agent_role || 'Intake review',\n suggested_next_step: parsed.suggested_next_step || '',\n missing_info: missingInfo\n }\n}];" }, "typeVersion": 2 }, { "id": "d3e4f5a6-0010-4000-8000-000000000010", "name": "Evaluate Lead Readiness", "type": "n8n-nodes-base.if", "position": [ 1152, 320 ], "parameters": { "options": {}, "conditions": { "options": { "version": 2, "leftValue": "", "caseSensitive": true, "typeValidation": "strict" }, "combinator": "and", "conditions": [ { "id": "cond-ready", "operator": { "type": "boolean", "operation": "true", "singleValue": true }, "leftValue": "={{ $json.isReady }}", "rightValue": true } ] } }, "typeVersion": 2.2 }, { "id": "d3e4f5a6-0010-4000-8000-000000000011", "name": "Dispatch Agent Alert", "type": "n8n-nodes-base.gmail", "position": [ 1376, 208 ], "parameters": { "sendTo": "you@example.com", "message": "=

New ready lead - {{ $json.lead_type }}

\n

Score: {{ $json.score }}/10 · Timeline: {{ $json.timeline_band }}
\nRoute to: {{ $json.recommended_agent_role }}
\nFinancing ready: {{ $json.financing_ready ? 'yes' : 'no' }}

\n

{{ $json.fullName }}
\n{{ $json.email }}{{ $json.phone ? ' · ' + $json.phone : '' }}

\n

Area: {{ $json.area || '(not provided)' }}
\nBudget / price: {{ $json.budget || '(not provided)' }}
\nStated financing: {{ $json.financing || '(not provided)' }}

\n

Summary: {{ $json.summary }}

\n

Suggested next step: {{ $json.suggested_next_step }}

\n{{ $json.notes ? '

Their notes:

' + $json.notes + '

' : '' }}\n{{ $json.missing_info ? '

Still needed: ' + $json.missing_info + '

' : '' }}", "options": {}, "subject": "=New {{ $json.lead_type }} lead ({{ $json.score }}/10) - {{ $json.fullName }}", "emailType": "html" }, "typeVersion": 2.1 }, { "id": "d3e4f5a6-0010-4000-8000-000000000012", "name": "Append to Active Leads", "type": "n8n-nodes-base.googleSheets", "position": [ 1600, 208 ], "parameters": { "columns": { "value": { "area": "={{ $json.area }}", "email": "={{ $json.email }}", "notes": "={{ $json.notes }}", "phone": "={{ $json.phone }}", "score": "={{ $json.score }}", "budget": "={{ $json.budget }}", "summary": "={{ $json.summary }}", "fullName": "={{ $json.fullName }}", "lead_type": "={{ $json.lead_type }}", "timestamp": "={{ $json.timestamp }}", "missing_info": "={{ $json.missing_info }}", "timeline_band": "={{ $json.timeline_band }}", "financing_ready": "={{ $json.financing_ready ? 'yes' : 'no' }}", "suggested_next_step": "={{ $json.suggested_next_step }}", "recommended_agent_role": "={{ $json.recommended_agent_role }}" }, "schema": [ { "id": "timestamp", "type": "string", "display": true, "required": false, "displayName": "timestamp", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "fullName", "type": "string", "display": true, "required": false, "displayName": "fullName", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "email", "type": "string", "display": true, "required": false, "displayName": "email", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "phone", "type": "string", "display": true, "required": false, "displayName": "phone", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "lead_type", "type": "string", "display": true, "required": false, "displayName": "lead_type", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "score", "type": "number", "display": true, "required": false, "displayName": "score", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "timeline_band", "type": "string", "display": true, "required": false, "displayName": "timeline_band", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "financing_ready", "type": "string", "display": true, "required": false, "displayName": "financing_ready", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "recommended_agent_role", "type": "string", "display": true, "required": false, "displayName": "recommended_agent_role", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "area", "type": "string", "display": true, "required": false, "displayName": "area", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "budget", "type": "string", "display": true, "required": false, "displayName": "budget", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "summary", "type": "string", "display": true, "required": false, "displayName": "summary", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "suggested_next_step", "type": "string", "display": true, "required": false, "displayName": "suggested_next_step", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "missing_info", "type": "string", "display": true, "required": false, "displayName": "missing_info", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "notes", "type": "string", "display": true, "required": false, "displayName": "notes", "defaultMatch": false, "canBeUsedToMatch": true } ], "mappingMode": "defineBelow", "matchingColumns": [] }, "options": {}, "operation": "append", "sheetName": { "__rl": true, "mode": "name", "value": "Active Leads" }, "documentId": { "__rl": true, "mode": "id", "value": "REPLACE_WITH_YOUR_SHEET_ID" } }, "typeVersion": 4.5 }, { "id": "d3e4f5a6-0010-4000-8000-000000000013", "name": "Append to Nurture Leads", "type": "n8n-nodes-base.googleSheets", "position": [ 1376, 464 ], "parameters": { "columns": { "value": { "area": "={{ $json.area }}", "email": "={{ $json.email }}", "notes": "={{ $json.notes }}", "phone": "={{ $json.phone }}", "score": "={{ $json.score }}", "budget": "={{ $json.budget }}", "summary": "={{ $json.summary }}", "fullName": "={{ $json.fullName }}", "lead_type": "={{ $json.lead_type }}", "timestamp": "={{ $json.timestamp }}", "timeline_band": "={{ $json.timeline_band }}" }, "schema": [ { "id": "timestamp", "type": "string", "display": true, "required": false, "displayName": "timestamp", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "fullName", "type": "string", "display": true, "required": false, "displayName": "fullName", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "email", "type": "string", "display": true, "required": false, "displayName": "email", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "phone", "type": "string", "display": true, "required": false, "displayName": "phone", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "lead_type", "type": "string", "display": true, "required": false, "displayName": "lead_type", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "score", "type": "number", "display": true, "required": false, "displayName": "score", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "timeline_band", "type": "string", "display": true, "required": false, "displayName": "timeline_band", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "area", "type": "string", "display": true, "required": false, "displayName": "area", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "budget", "type": "string", "display": true, "required": false, "displayName": "budget", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "summary", "type": "string", "display": true, "required": false, "displayName": "summary", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "notes", "type": "string", "display": true, "required": false, "displayName": "notes", "defaultMatch": false, "canBeUsedToMatch": true } ], "mappingMode": "defineBelow", "matchingColumns": [] }, "options": {}, "operation": "append", "sheetName": { "__rl": true, "mode": "name", "value": "Nurture Leads" }, "documentId": { "__rl": true, "mode": "id", "value": "REPLACE_WITH_YOUR_SHEET_ID" } }, "typeVersion": 4.5 }, { "id": "d3e4f5a6-0010-4000-8000-000000000014", "name": "Respond to Submitter", "type": "n8n-nodes-base.form", "position": [ 1824, 320 ], "parameters": { "options": {}, "operation": "completion", "respondWith": "showText", "completionTitle": "Thanks, we got your details", "completionMessage": "A local agent will review what you are looking for and reach out shortly. Keep an eye on your inbox and phone." }, "typeVersion": 1 } ], "settings": { "executionOrder": "v1" }, "connections": { "Set Lead Fields": { "main": [ [ { "node": "Analyze Lead with Claude", "type": "main", "index": 0 } ] ] }, "Dispatch Agent Alert": { "main": [ [ { "node": "Respond to Submitter", "type": "main", "index": 0 } ] ] }, "Append to Nurture Leads": { "main": [ [ { "node": "Respond to Submitter", "type": "main", "index": 0 } ] ] }, "Evaluate Lead Readiness": { "main": [ [ { "node": "Dispatch Agent Alert", "type": "main", "index": 0 }, { "node": "Append to Active Leads", "type": "main", "index": 0 } ], [ { "node": "Append to Nurture Leads", "type": "main", "index": 0 } ] ] }, "Receive Lead Submission": { "main": [ [ { "node": "Set Lead Fields", "type": "main", "index": 0 } ] ] }, "Analyze Lead with Claude": { "main": [ [ { "node": "Parse Lead Classification", "type": "main", "index": 0 } ] ] }, "Parse Lead Classification": { "main": [ [ { "node": "Evaluate Lead Readiness", "type": "main", "index": 0 } ] ] } } }