Monitors form submissions, routes leads to the right agent, updates your central sheet in real time, stores documents in Drive, and notifies the assigned agent via Twilio.
It captures new leads from connected forms and webhooks. It routes each lead to the appropriate agent based on loan type and geography, and updates the central sheet in real time. It notifies the assigned agent, stores related documents in Drive, and maintains a single source of truth for follow-ups.
Automatically captures, routes, and tracks loan leads across channels.
Ingests new leads from webforms, Facebook Lead Ads, and other sources via webhook.
Creates or updates lead records in Google Sheets with standardized fields.
Applies business rules to assign the lead to the right agent.
Updates lead statuses automatically as it moves through stages.
Sends real-time notifications to assigned agents via Twilio / WhatsApp.
Stores relevant documents and attachments in Google Drive and links them to the lead.
Two sentences explaining before and after, with explicit pains and outcomes.
A simple 3-step flow that non-technical users can follow.
Form submissions are received via webhook and written to Google Sheets as a lead record.
The AI agent applies routing rules to assign the lead and sends a notification to the assigned agent via Twilio.
Statuses are updated in Sheets, and related documents are saved to Drive with proper links.
A concrete end-to-end scenario demonstrating time to value.
Scenario: A new lead from a Facebook form arrives at 10:15 AM via webhook, is added to the Loan Agency CRM, automatically assigned to Agent Rivera based on loan type 'Residential' and location 'TX', Twilio notifies Rivera, lead status becomes 'New', and any attached documents are stored in Drive.
One supporting sentence.
Receive immediate lead assignments and clear action items.
Monitor lead flow and performance in real time.
Configure routing rules and data mappings.
Capture leads from multiple sources into a single CRM.
Enforce standardized data entry and document storage.
Access lead documents quickly for due diligence.
One supporting sentence with short explanation.
Sends real-time notifications to assigned agents via SMS or WhatsApp.
Stores and updates the central leads ledger with lead statuses.
Stores documents and attachments linked to each lead.
Receives lead data from forms and triggers the AI agent workflow.
One supporting sentence with short explanation.
One supporting sentence with short explanation.
This AI agent automates the capture, routing, and tracking of loan leads across multiple sources. It centralizes data in Google Sheets, assigns agents using defined rules, and keeps everyone aligned with real-time statuses. Documents are stored in Drive, and notifications are sent automatically to the right agent. The result is faster follow-ups, fewer missed leads, and a united source of truth for each client.
It connects form submissions from sources like Facebook Lead Ads and Google Forms via webhook. The data is written into a single Google Sheet with standardized fields. It can reference related attachments stored in Drive. The setup supports multiple loan types and territories, all coordinated by the AI agent.
The setup follows a straightforward sequence: import the AI agent configuration, connect credentials for Sheets, Drive, and Twilio, and adjust the Auto-Assign rules. The lookups and routing logic live in a Function node that you can modify if needed. Testing is simple: submit a dummy lead to verify data flows into Sheets and agent notifications occur.
Yes. The AI agent routes each lead to an assigned agent based on rules and triggers real-time notifications via Twilio or WhatsApp. Notifications include key lead details and a link to the lead in Sheets. You can customize recipient lists by loan type and location to ensure the right person is alerted.
Documents are stored in Google Drive under a specified folder ID and linked to the corresponding lead. Access can be restricted by user permissions, and the AI agent keeps links updated in the central sheet. This provides a centralized, auditable document trail for each lead.
Lead data enters via webhook, writes to Google Sheets, triggers assignment, updates statuses, and stores documents in Drive. Notifications fire as soon as a lead is assigned. The end-to-end path ensures data accuracy and immediate action.
Use the Auto-Assign Agent Function node to modify agent names, loan types, and locations. The function uses simple logic and lookup expressions to map leads to the correct agent. You can adjust thresholds and rules to match changes in your team or product lines.
Monitors form submissions, routes leads to the right agent, updates your central sheet in real time, stores documents in Drive, and notifies the assigned agent via Twilio.
