Sales and Leads

Turn property portal lead emails into WhatsApp conversations

Read portal lead notification emails, log the lead and open a WhatsApp chat in seconds. Pairs with the WhatsApp responder for qualification and viewings.

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Included in Pro and aboveStarter workspaces can read this template but not deploy it.

Setup
About 60 min
Level
Intermediate
Type
Agentic workflow
Region
GCC
Updated
By
The Cadrix team
Workflow diagram for Turn property portal lead emails into WhatsApp conversations: OpenRouter → Condition → Custom Function → Direct Reply → Email Trigger (IMAP) → Google Sheets → and more. Branches are labelled where the flow splits.
The workflow as it appears on the Cadrix canvas. The full workflow is deployed into your workspace, not offered as a download.

About this template

In Dubai and across the GCC, property leads arrive from the big portals as notification emails, and the broker who answers first usually gets the viewing. This template watches the mailbox that receives those notifications, reads each one, and starts a WhatsApp conversation with the enquirer within seconds.

To be clear about what it is: it does not connect to Bayut, Property Finder or any other portal API. It starts from the lead notification email that the portal already sends you, so it works with any portal whose notification contains the enquirer phone number. An AI model extracts the name, phone, property and message, because layouts differ by portal and change over time. Test it with real emails from your own account before relying on it.

For each real enquiry it normalises the phone number, logs the lead in a Google Sheet, sends your pre-approved WhatsApp opening template (English, or Arabic if the lead wrote in Arabic and you enabled the Arabic version), and tells the broker. The opening message is a fixed template, so no AI-written text is sent unreviewed. Qualification and viewing booking continue in the companion Speed-to-lead WhatsApp responder template, pointed at the same Google Sheet so it knows which property the lead asked about. Leads without a usable phone number are passed to the broker for manual follow-up.

How it works

  1. Portal email arrives

    Your portal sends its lead notification to a mailbox you connect. Set a sender filter so only portal notifications are read.

  2. AI reads the email

    The model extracts the enquirer name, phone, email, property reference, rent or sale, budget and message. Emails that are not real enquiries are ignored.

  3. Phone number is cleaned

    Code converts local formats like 05x to international digits with your default country code, and sends leads without a valid number to the broker for manual follow-up.

  4. Lead is logged

    A row with all the details goes to your Google Sheet, which the WhatsApp responder also uses for context.

  5. WhatsApp opens

    Your approved opening template is sent in English or Arabic. The lead replies and the responder template takes over to qualify and book a viewing.

  6. Broker is told

    The broker gets a WhatsApp message with the lead summary straight away.

Frequently asked questions

Anyone can read this page. Deploying the template into your workspace needs a Pro, Team or Enterprise plan. Starter workspaces can browse the library but cannot deploy templates. See plans.

You will connect OpenRouter API key, Portal notification mailbox (IMAP), Portal notification mailbox (Microsoft 365 OAuth), Google Sheets, WhatsApp Business Cloud API and fill in a few settings. Setup takes about 60 minutes. Your credentials stay in your own workspace.

Yes. Using the template creates a normal workflow in your workspace on the visual canvas. Rename it, edit any step, add approvals, test it and run it like any other workflow. It counts toward your plan’s workflow limit.

Yes. This workflow can send or write to external systems. Review the steps and test it with sample data before you activate it, and consider adding an approval step.

Related templates

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