Qualify leads and schedule viewings from chat
A Telegram bot screened luxury real estate leads, matched homes, and booked showings using calendars and CRM access.
- What they did
- A luxury real estate firm connected a Telegram bot to its property knowledge base, live calendars, email, and CRM. When a message arrived, the assistant first gathered the person’s name, email, and phone number, then asked about budget, location, property type, and bedroom count. It used those details to find relevant listings with images, check calendar openings, and handle voice notes through the same flow.
- How it went
- If a viewing slot was available, it sent a confirmation email with the agent’s contact details and recorded the lead in the CRM. No performance numbers or business results were shared.
- Tips
- Make sure the bot can only book from up-to-date calendars and that it logs every lead in one place. Keep a human approval step before any confirmation email or other irreversible action goes out.
Try it yourself with Lindy
You are helping qualify new real estate leads in [Telegram/WhatsApp]. First collect the person’s name, email, and phone number, then ask for budget, location, property type, number of bedrooms, and timing. Use my [listings database] to find matching homes and show the best options with images. Check my [calendar] for open viewing times and suggest the closest matches. Before you send any booking confirmation, email, or other irreversible action, pause and ask me to approve. After approval, send the confirmation with the assigned agent’s contact details and save the lead in my [CRM]. If the person sends a voice message, transcribe it and continue the same process.
Fill in the [brackets]. Agents can make mistakes, so review anything before it is sent, paid or deleted.
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