Back to work
n8nCase study

Luxury Property Lead Management and CRM Sync

Luxury property lead workflow that normalizes new lead submissions from Google Sheets, classifies them as VIP ($2.5M+ budget) or standard, checks Airtable for duplicates, updates existing records or creates new ones, merges results, sends Slack VIP Platinum alerts to the founder for VIP leads, and includes a workflow error trigger that posts Slack admin alerts on failures.

n8n · workflow canvasproduction build
Luxury Property Lead Management and CRM Sync workflow

Context

A luxury real estate team needed to automatically distinguish VIP leads with high budgets from standard leads, prevent duplicate CRM records, and escalate VIP Platinum leads to the founder immediately while maintaining accurate Airtable records.

Approach

Built a two-part n8n workflow system with a Google Sheets lead intake trigger and a workflow error trigger. The main flow normalizes lead data, checks whether the budget exceeds $2.5M to route VIP or standard leads, loops each category through Airtable duplicate searches, updates existing records or creates new ones accordingly, merges the record results, and sends Slack VIP Platinum alerts to the founder for VIP leads; the error trigger posts Slack admin alerts on pipeline failures.

Architecture

Workflow 1
  1. New Lead Submission (Google Sheets)
  2. Set: Normalize Lead Data
  3. If: Is VIP Budget? (> $2.5M)
  4. Yes: Loop: VIP Leads
  5. Airtable: Search Existing Lead (VIP)
  6. If: Does VIP Lead Exist?
  7. Existing: Airtable: Update Existing VIP Lead
  8. Merge: VIP Record Result
  9. Slack: VIP Platinum Alert
New
  1. Airtable: Create VIP Lead Record
  2. Merge: VIP Record Result
  3. Slack: VIP Platinum Alert
No
  1. Loop: Standard Leads
  2. Airtable: Search Existing Lead (Standard)
  3. If: Standard Lead Exist?
  4. Existing: Airtable: Update Existing Standard Lead
  5. Merge: Standard Record Result
New
  1. Airtable: Create Standard Lead Record
  2. Merge: Standard Record Result. Workflow 2: Workflow Error Trigger
  3. Slack: Send Error Alert to Admin

Results

Hours → minutesVIP lead response time
Reduced ~95%Duplicate CRM records
~5 hrs/weekManual lead entry time saved