Real Estate

Property Recommendation

Match buyer preferences to MLS listings with scored recommendations and tour links.

Automation overview

What this automation does

This automation starts when hubSpot preference update or buyer Typeform quiz submit. It typeform scores, google sheets update, openai update, gmail scores, and calendly scores, then or Typeform buyer quiz triggers MLS API or Sheets listing feed filter, GPT scores top 5 matches with rationale bullets, emails Gmail HTML gallery with Calendly .

Trigger

HubSpot preference update or buyer Typeform quiz submit

Main actions

Typeform scores → Google Sheets update …

Final outcome

or Typeform buyer quiz triggers MLS API or Sheets listing feed filter, GPT score…

Execution time

1–3 minutes

Apps used

6 integrations

AI-powered

Difficulty

Advanced

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

Typeform

Scores

Step 2

Google Sheets

Update

OpenAI

Update

Step 4

Gmail

Scores

Step 5

Calendly

Scores

Result

Calendly

Workflow complete

Step-by-step

How each step runs

1
HubSpotTrigger
New form response
HubSpot preference update or buyer Typeform quiz submit
2
Typeform
Scores
or Typeform buyer quiz triggers MLS API or Sheets listing feed filter, GPT scores top 5 matches with rationale bullets, emails Gmail HTML gallery with Calendly
3
Google Sheets
Update
HubSpot contact preference update
4
OpenAI
Update
HubSpot contact preference update
5
Gmail
Scores
or Typeform buyer quiz triggers MLS API or Sheets listing feed filter, GPT scores top 5 matches with rationale bullets, emails Gmail HTML gallery with Calendly
6
Calendly
Scores
or Typeform buyer quiz triggers MLS API or Sheets listing feed filter, GPT scores top 5 matches with rationale bullets, emails Gmail HTML gallery with Calendly
7
Calendly
Workflow complete
or Typeform buyer quiz triggers MLS API or Sheets listing feed filter, GPT scores top 5 matches with rationale bullets, emails Gmail HTML gallery with Calendly

Apps used

Connected applications

HubSpot

Update

Typeform

Scores

Google Sheets

Update

OpenAI

Update

Gmail

Scores

Calendly

Scores

Summary

Automation summary

Trigger: HubSpot preference update or buyer Typeform quiz submit
Inputs: HubSpot preference update or buyer Typeform quiz submit, Business Name, Notification Email, Timezone
Outputs: or Typeform buyer quiz triggers MLS API or Sheets listing feed filter, GPT scores top 5 matches with rationale bullets, emails Gmail HTML gallery with Calendly , Gmail scores, Calendly scores
Business goal: Automate property recommendation end-to-end with accurate app routing.
Execution frequency: On demand with batch fallback
Estimated runtime: 1–3 minutes
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, Typeform, Google Sheets

Benefits

Why use this automation?

Save ~4 hours/week

Remove repetitive steps from Property Recommendation 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.

Requirements

What you need to get started

Required apps

HubSpot
Typeform
Google Sheets

Required accounts

Active HubSpot workspace with API access
Active Typeform workspace with API access
Active Google Sheets 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

20 min including app authorization and test run
Difficulty: Advanced

Optional apps

OpenAI (optional)
Gmail (optional)
Calendly (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

Activation readiness

Est. setup time: ~13 min

Required connections

HubSpot(required)
PreviewHubSpot: workflow actions run in preview
⚠ Missing
typeform(required)
Previewtypeform: workflow actions run in preview
⚠ Missing
Google Sheets(required)
⚠ Missing
OpenAI(required)
⚠ Missing

• Missing connection: HubSpot
• Missing connection: typeform
• Missing connection: Google Sheets
• Missing connection: OpenAI

Manage all connections →View all installations →

Workflow summary

Trigger: HubSpot preference update or buyer Typeform quiz submit
Steps: 7 nodes
Required apps: 4
Optional apps: 2

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.

FeaturedFreeAdvancedPartial20 min setup★4.37.3k installs · 339 reviews

Customize for My Business

Analytics

Template performance

2.5k

Views

7.3k

Installs

406

Favorites

4.3

Avg rating

294.8%

Conversion

20 min

Setup time

97%

Success rate

Trending score

Most used integrations

HubSpotTypeformGoogle Sheets

HubSpot contact preference update—budget, beds, neighborhoods, must-haves—or Typeform buyer quiz triggers MLS API or Sheets listing feed filter, GPT scores top 5 matches with rationale bullets, emails Gmail HTML gallery with Calendly tour links per property, logs sent listings on deal record avoiding duplicate sends within 30 days.

Some steps run in preview until their integrations go live.

Required apps

HubSpotPreviewTypeformPreviewGoogle SheetsLiveOpenAILive

Optional apps

GmailLiveCalendlyPreview

All integrations

HubSpotTypeformGoogle SheetsOpenAIGmailCalendly

Workflow preview

How Property Recommendation runs

Trigger

Load buyer criteria

→

Process

Rule engine

→

Action

hubspot

→

Notify

Alert & log

HubspotTypeformGoogle SheetsOpenaiGmailCalendly

Setup steps

Get started in 5 steps

1
Connect CRM and listings
HubSpot, MLS API or Sheets feed, OpenAI scoring, Gmail, Calendly.
2
Load buyer criteria
Budget max, min beds, neighborhoods, school district, commute anchor.
3
Score listing fit
Weighted score price fit, location, features, days on market freshness.
4
Format recommendation email
Photo, price, match score, why fit, tour link per listing.
5
Test buyer profile
Verify top 5 relevant and no duplicate resend within window.

Variables

Configurable settings

Variable	Type	Default	Required
Business Name	text	Your Business	Yes
Notification Email	email	—	Yes
Timezone	select	—	Yes
Google Sheet ID	text		No
Sheet Range	text	Sheet1!A:Z	No
Gmail Search Query	text	is:unread	No

FAQ

Frequently asked questions

Off-market listings?

Internal pocket listing sheet merged with MLS results flagged off-market.

Rental vs buy?

Transaction type filters listing feed appropriately.

Arabic listings?

Bilingual email when buyer language preference AR.

Price drop alerts?

Previously sent listing price cut triggers update email automatically.

Reviews

4.7

★4.7

339 total reviews

Omar Khalil

E-commerce Manager · Noon Seller

★★★★★Verified install

6/24/2026

Property Recommendation replaced a manual process that took 2 hours daily. ROI was clear within the first month.

+ Scales well as we grow · Integrations worked on first try

Sarah Mitchell

Marketing Director · Bloom Agency

★★★★Verified install

6/7/2026

We deployed this across three locations and saw immediate time savings. The Property Recommendation workflow handles edge cases we didn't expect it to.

+ Saved our team 10+ hours weekly · Reliable triggers every time

− Took longer than estimated for advanced config

Ahmed Hassan

Operations Lead · Cairo Eats

★★★★★

5/21/2026

Solid template. We duplicated and tweaked variables for our brand. Would recommend for teams starting automation.

+ Setup was straightforward · Great documentation

Documentation

Template documentation

Overview

Requirements

Active hubspot account with API access
Active typeform account with API access
Active google-sheets account with API access
Active openai account with API access
No AI provider required
Shata Automation workspace (free tier supported)

Supported apps

hubspotPreviewtypeformPreviewgoogle sheetsLiveopenaiLivegmailLivecalendlyPreview

Triggers

HubSpot preference update or buyer Typeform quiz submit

Actions

Load buyer criteria
Score listing fit
Format recommendation email
Test buyer profile

Examples

Quick start

Activate Property Recommendation with default variables and run a sandbox test.

Scenario: New user installs template and validates output in under 15 minutes.

Production rollout

Connect live apps, map business rules, enable monitoring alerts.

Scenario: Team deploys to workspace after QA sign-off on test runs.

Troubleshooting

Workflow fails on first run: Verify OAuth scopes for all required integrations and re-authorize if expired.
Variables not applying: Check required fields in the Configure Variables step; empty required values block activation.
Notifications not received: Confirm notification email and Slack channel IDs match your workspace settings.

Release notes

Version 1.2.0 — Improved reliability and Slack notifications for Property Recommendation.

Versioning

Version history

Current version: 1.2.0

v1.2.0Current

6/23/2026

improvementImproved error handling and retry logic for failed runs.
featureAdded optional Slack notification on workflow completion.

v1.1.0

4/24/2026

featureNew variable: brand voice selector for AI-powered steps.
fixFixed timezone handling for scheduled triggers.

v1.0.0

2/23/2026

featureInitial marketplace release.

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Recommendations

Customize Property Recommendation for your business

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

Request custom automation →Talk to an expert

Property Recommendation

What this automation does

End-to-end scenario flow

How each step runs

Connected applications

Automation summary

Why use this automation?

What you need to get started

Required apps

Required accounts

Required API keys

Permissions

Estimated setup time

Optional apps

Activate this template

Required connections

Workflow summary

Trigger

Run history

Template performance

How Property Recommendation runs

Get started in 5 steps

Configurable settings

Frequently asked questions

Template documentation

Overview

Requirements

Supported apps

Triggers

Actions

Examples

Troubleshooting

Release notes

Version history

Related templates

Listing Inquiry Auto Match

CRM

Contract Generation

Open House Follow Up

Customers also installed

Viewing Scheduler

Price Alerts

CRM

Lead Capture

Trending this week

Canva Asset Approval Flow

To-do Manager

Pull Request Review Summary

Inbox Priority Briefing

Customize Property Recommendation for your business

Template documentation

Overview

Requirements

Supported apps

Triggers

Actions

Examples

Troubleshooting

Release notes

Version history

Related templates

Listing Inquiry Auto Match

CRM

Contract Generation

Open House Follow Up

Customers also installed

Viewing Scheduler

Price Alerts

CRM

Lead Capture

Trending this week

Canva Asset Approval Flow

To-do Manager

Pull Request Review Summary

Inbox Priority Briefing