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Real Estate

Listing Inquiry Auto Match

Listing Inquiry Auto Match — orchestrates HubSpot, Google Calendar, Gmail to automate this workflow with field mapping, notifications, and audit logging.

Automation overview

What this automation does

This automation starts when hubSpot and Google Calendar event matching Listing Inquiry Auto Match business rules. It google calendar validates, gmail validates, slack validates, and openai validates, then tune thresholds and field maps in the install wizard.

Trigger
HubSpot and Google Calendar event matching Listing Inquiry Auto Match business rules
Main actions
Google Calendar validates → Gmail validates …
Final outcome
Tune thresholds and field maps in the install wizard.
Execution time
30–90 seconds
Apps used
5 integrations
AI-powered
No
Difficulty
Beginner
Beginner
Workflow diagram

End-to-end scenario flow

Read-only visualization of how data moves from trigger to final result.

Trigger
HubSpot
New form response
Step 1
Google Calendar
Validates
Step 2
Gmail
Validates
Step 3
Slack
Validates
AI
OpenAI
Validates
Result
OpenAI
Workflow complete
Step-by-step

How each step runs

  1. 1
    HubSpotTrigger
    New form response

    HubSpot and Google Calendar event matching Listing Inquiry Auto Match business rules

  2. 2
    Google Calendar
    Validates

    When triggered (HubSpot and Google Calendar event matching Listing Inquiry Auto Match business rules), this workflow validates the payload, applies deduplicatio

  3. 3
    Gmail
    Validates

    When triggered (HubSpot and Google Calendar event matching Listing Inquiry Auto Match business rules), this workflow validates the payload, applies deduplicatio

  4. 4
    Slack
    Validates

    When triggered (HubSpot and Google Calendar event matching Listing Inquiry Auto Match business rules), this workflow validates the payload, applies deduplicatio

  5. 5
    OpenAI
    Validates

    When triggered (HubSpot and Google Calendar event matching Listing Inquiry Auto Match business rules), this workflow validates the payload, applies deduplicatio

  6. 6
    OpenAI
    Workflow complete

    Tune thresholds and field maps in the install wizard.

Apps used

Connected applications

HubSpot

Validates

Google Calendar

Validates

Gmail

Validates

Slack

Validates

OpenAI

Validates

Summary

Automation summary

Trigger
HubSpot and Google Calendar event matching Listing Inquiry Auto Match business rules
Inputs
HubSpot and Google Calendar event matching Listing Inquiry Auto Match business rules, Business Name, Notification Email, Timezone
Outputs
Tune thresholds and field maps in the install wizard., Slack validates, OpenAI validates
Business goal
Automate listing inquiry auto match end-to-end with accurate app routing.
Execution frequency
Real-time on event
Estimated runtime
30–90 seconds
Error handling
Failed steps retry up to 3 times with exponential backoff; persistent failures notify your configured channel and log to the run history.
Dependencies
HubSpot, Google Calendar, Gmail
Benefits

Why use this automation?

Save ~11 hours/week

Remove repetitive steps from Listing Inquiry Auto Match so your team focuses on high-value work.

Reduce manual work

Connected apps sync data automatically instead of copy-paste between dashboards.

Prevent human errors

Standardized logic runs the same way every time, with retries on failure.

Faster response times

Events trigger immediate actions instead of waiting for someone to check a queue.

Requirements

What you need to get started

Required apps

  • HubSpot
  • Google Calendar
  • Gmail

Required accounts

  • Active HubSpot workspace with API access
  • Active Google Calendar workspace with API access
  • Active Gmail workspace with API access
  • Shata Automation workspace (free tier supported)

Required API keys

  • OAuth tokens for each connected integration

Permissions

  • Read access on trigger sources (forms, sheets, webhooks, or CRM objects)
  • Write access on destination apps (email, chat, CRM, or storage)

Estimated setup time

  • 45 min including app authorization and test run
  • Difficulty: Beginner

Optional apps

  • Slack (optional)
  • OpenAI (optional)

Automation runtime

Activate this template

PartialSome steps run in preview until their integrations go live.

Connect required apps via OAuth or API keys. Credentials are encrypted server-side. Dev test runs mock external actions when connections are missing.

Draft
0%
Activation readiness

Est. setup time: ~16 min

Required connections

  • HubSpot(required)
    PreviewHubSpot: workflow actions run in preview
    ⚠ Missing
  • Google Calendar(required)
    Test-onlyGoogle Calendar: workflow actions run in preview
    ⚠ Missing
  • Gmail(required)
    ⚠ Missing
  • Slack(required)
    ⚠ Missing
  • • Missing connection: HubSpot
  • • Missing connection: Google Calendar
  • • Missing connection: Gmail
  • • Missing connection: Slack
Manage all connections →View all installations →

Workflow summary

Trigger
HubSpot and Google Calendar event matching Listing Inquiry Auto Match business rules
Steps
6 nodes
Required apps
4
Optional apps
1

Trigger

Form submission trigger

Activate this workflow to provision the trigger endpoint.

Run history

No runs yet. Install the template and run a test, or activate to receive webhook/schedule runs.

FreeBeginnerPartial45 min setup★3.81.9k installs · 58 reviews
Customize for My Business
Analytics

Template performance

7.3k
Views
1.9k
Installs
389
Favorites
3.8
Avg rating
26.8%
Conversion
45 min
Setup time
96%
Success rate
107
Trending score
Most used integrations
HubSpotGoogle CalendarGmail

When triggered (HubSpot and Google Calendar event matching Listing Inquiry Auto Match business rules), this workflow validates the payload, applies deduplication, syncs data across HubSpot, Google Calendar, Gmail, and notifies stakeholders in Slack or email. Listing Inquiry Auto Match includes configurable filters, retry on transient API errors, and optional GPT-4o steps for classification or summarization when the use case involves structured data routing. Tune thresholds and field maps in the install wizard.

Some steps run in preview until their integrations go live.

Required apps
HubSpotPreviewGoogle CalendarTest-onlyGmailLiveSlackLive
Optional apps
OpenAILive
All integrations
HubSpotGoogle CalendarGmailSlackOpenAI
Workflow preview

How Listing Inquiry Auto Match runs

1
Trigger
Configure trigger
2
Process
Rule engine
3
Action
hubspot
4
Notify
Alert & log
HubspotGoogle CalendarGmailSlackOpenai
Setup steps

Get started in 5 steps

  1. 1
    Connect required apps

    Authorize HubSpot, Google Calendar, Gmail with least-privilege OAuth scopes for Listing Inquiry Auto Match.

  2. 2
    Configure trigger

    Set trigger: HubSpot and Google Calendar event matching Listing Inquiry Auto Match business rules. Enable idempotency keys for webhook retries.

  3. 3
    Map and transform data

    Align source fields to destination schema; apply filters and business rules.

  4. 4
    Execute routing logic

    Branch on priority, tier, or category; route to correct queue or sheet tab.

  5. 5
    Notify and log

    Post Slack summary or email digest; append audit row to Google Sheets.

Variables

Configurable settings

VariableTypeDefaultRequired
Business NametextYour BusinessYes
Notification Emailemail—Yes
Timezoneselect—Yes
Slack Channeltext#generalNo
Gmail Search Querytextis:unreadNo
FAQ

Frequently asked questions

Can I change the connected apps?

Swap connectors in the install wizard—workflow logic for Listing Inquiry Auto Match remains the same.

Failure handling?

Failed steps retry 3× with backoff; permanent failures alert Slack #automation-alerts.

Test before go-live?

Use sandbox mode with sample webhook payload; review run history before activating.

Get started

Customize Listing Inquiry Auto Match for your business

Our team can adapt this template to your exact workflow, apps, and brand requirements.

Request custom automation →Talk to an expert