Automatización de leads de JotForm a Zoho (enviado)

• •Cuenta de Google y credenciales de API de Gmail
• •Credenciales de API de Google Sheets
• •Clave de API de Google Gemini

{
  "id": "DPZycgH7MnQo6dpN",
  "meta": {
    "instanceId": "7f1a0694161455be3a7e71f1e0dea04908b0376a1a81e3a0c1e5ac879d48f83a"
  },
  "name": "JotForm to Zoho Lead Automation (Submitted)",
  "tags": [],
  "nodes": [
    {
      "id": "95504a3e-0464-4260-b058-011b59b035d9",
      "name": "Establecer: Normalizar Prospecto",
      "type": "n8n-nodes-base.set",
      "position": [
        -80,
        624
      ],
      "parameters": {
        "options": {},
        "assignments": {
          "assignments": [
            {
              "id": "lead_fullName",
              "name": "lead.fullName",
              "type": "string",
              "value": "={{ $json.name || $json['Name'] || '' }}"
            },
            {
              "id": "lead_email",
              "name": "lead.email",
              "type": "string",
              "value": "={{ $json.email || $json['Email'] || '' }}"
            },
            {
              "id": "lead_phone",
              "name": "lead.phone",
              "type": "string",
              "value": "={{ $json.phone || $json['Cell Phone Number'] || '' }}"
            },
            {
              "id": "lead_moveInDate",
              "name": "lead.moveInDate",
              "type": "string",
              "value": "={{ $json.move_in_date || $json['Desired move in date'] || '' }}"
            },
            {
              "id": "lead_mustHaves",
              "name": "lead.mustHaves",
              "type": "string",
              "value": "={{ ($json.must_haves || $json['Any \\'must haves\\' for your apartment?'] || '').toString().trim() }}"
            },
            {
              "id": "lead_minBedrooms",
              "name": "lead.minBedrooms",
              "type": "string",
              "value": "={{ $json['Minimum # of bedrooms desired'] }}"
            },
            {
              "id": "lead_minBathrooms",
              "name": "lead.minBathrooms",
              "type": "string",
              "value": "={{ $json['Minimum # of bathrooms desired'] }}"
            },
            {
              "id": "lead_needsAssignedParking",
              "name": "lead.needsAssignedParking",
              "type": "boolean",
              "value": "={{ ($json.assigned_parking || $json['Do you need assigned parking?'] || '').toString().toLowerCase() === 'yes' }}"
            },
            {
              "id": "lead_hasPets",
              "name": "lead.hasPets",
              "type": "boolean",
              "value": "={{ ($json.has_pets || $json['Do you have pets?'] || '').toString().toLowerCase().includes('dont') }}"
            },
            {
              "id": "lead_preferredNeighborhoods",
              "name": "lead.preferredNeighborhoods",
              "type": "array",
              "value": "={{ ($json.preferred_neighborhoods || $json['List your preferred neighborhoods'] || '').toString().split(/,|\\n/).map(s => s.trim()).filter(s => s.length > 0) }}"
            },
            {
              "id": "lead_maxMonthlyRent",
              "name": "lead.maxMonthlyRent",
              "type": "number",
              "value": "={{ (() => { const val = ($json.price_range || $json['What is the price range you are considering?'] || '').toString().replace(/[^0-9.]/g, ''); return val ? Number(val) : null; })() }}"
            },
            {
              "id": "lead_submittedAt",
              "name": "lead.submittedAt",
              "type": "string",
              "value": "={{ $now.toISO() }}"
            }
          ]
        }
      },
      "typeVersion": 3.4
    },
    {
      "id": "e4430f1c-e7b6-4360-9826-4717bdceec21",
      "name": "Activador de JotForm",
      "type": "n8n-nodes-base.jotFormTrigger",
      "position": [
        -384,
        624
      ],
      "webhookId": "WEBHOOK_ID_PLACEHOLDER",
      "parameters": {
        "form": "YOUR_JOTFORM_FORM_ID"
      },
      "typeVersion": 1
    },
    {
      "id": "3eebca56-8295-4c30-91af-a97f35a8b7b3",
      "name": "Agentee de IA",
      "type": "@n8n/n8n-nodes-langchain.agent",
      "position": [
        176,
        624
      ],
      "parameters": {
        "text": "={\n  \"lead\": {{ JSON.stringify($json.lead) }},\n  \"listings\": googleSheets tool node \n}\n",
        "options": {
          "systemMessage": "=You are a real-estate assistant that receives a customer’s apartment search criteria and finds the best matching listings from a Google Sheet database.\n\nYou have access to the tool \"googleSheets\" which contains all available apartment listings. Each row includes fields such as:\nlisting_id, supplier_name, supplier_type, bedrooms, bathrooms, assigned_parking, rent, pets_allowed, furnished, neighborhoods, available_from, address, contact_email, contact_phone, crm_listing_id, images, sqft, floor, elevator, balcony, supplier_rating.\n\nYour goal:\n1. Search the sheet for apartments that match the user’s criteria.\n2. Return the top 3 matches ranked by overall suitability.\n3. Return your reasoning and summarize why each match fits.\n4. Always output in valid JSON.\n\n### Matching rules\n- Bedrooms ≥ requested minimum.\n- Bathrooms ≥ requested minimum.\n- Assigned parking must be \"Yes\" if the user needs it.\n- Rent ≤ maximum price range (if provided).\n- If user has a pet → only listings where `pets_allowed` = \"Yes\".\n- Preferred neighborhoods → give higher score to exact matches or close alternatives.\n- Consider soonest available dates ≥ requested move-in date.\n- Higher `supplier_rating` is better.\n- Ignore listings that violate hard constraints (e.g. rent too high or parking required but missing).\n\n### Required Output Format\nUse this exact structure (valid JSON only):\n\n{\n  \"recommendedListingId\": \"string\",\n  \"topMatches\": [\n    {\n      \"listingId\": \"string\",\n      \"score\": number,\n      \"reason\": \"string\",\n      \"rent\": number,\n      \"bedrooms\": number,\n      \"bathrooms\": number,\n      \"neighborhood\": \"string\",\n      \"availableFrom\": \"string\"\n    }\n  ],\n  \"notes\": \"string\"\n}\n\nDo not include explanations or prose outside this JSON.\n"
        },
        "promptType": "define",
        "hasOutputParser": true
      },
      "typeVersion": 2.2
    },
    {
      "id": "1b2e69b8-bde7-45d2-bfb0-2886ac2f3997",
      "name": "Modelo de chat Google Gemini",
      "type": "@n8n/n8n-nodes-langchain.lmChatGoogleGemini",
      "position": [
        16,
        912
      ],
      "parameters": {
        "options": {}
      },
      "typeVersion": 1
    },
    {
      "id": "5e06fdc6-e204-41e1-a3e5-dd0fce8cffd2",
      "name": "googleSheets",
      "type": "n8n-nodes-base.googleSheetsTool",
      "position": [
        272,
        928
      ],
      "parameters": {
        "options": {},
        "sheetName": {
          "__rl": true,
          "mode": "list",
          "value": "YOUR_SHEET_GID_OR_NAME",
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/YOUR_GOOGLE_SHEET_DOCUMENT_ID/edit#gid=YOUR_SHEET_GID_OR_NAME",
          "cachedResultName": "Sheet Name (Template)"
        },
        "documentId": {
          "__rl": true,
          "mode": "list",
          "value": "YOUR_GOOGLE_SHEET_DOCUMENT_ID",
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/YOUR_GOOGLE_SHEET_DOCUMENT_ID/edit?usp=drivesdk",
          "cachedResultName": "Sample Database (Template)"
        }
      },
      "typeVersion": 4.7
    },
    {
      "id": "dfdfbe18-115f-4d97-a75f-915dff0b3e11",
      "name": "Analizador de Salida Estructurada",
      "type": "@n8n/n8n-nodes-langchain.outputParserStructured",
      "position": [
        512,
        896
      ],
      "parameters": {
        "jsonSchemaExample": "{\n  \"recommendedListingId\": \"string\",\n  \"topMatches\": [\n    {\n      \"listingId\": \"string\",\n      \"score\": \"\",\n      \"reason\": \"string\",\n      \"rent\": \"\",\n      \"bedrooms\": \"\",\n      \"bathrooms\": \"\",\n      \"neighborhood\": \"string\",\n      \"availableFrom\": \"string\"\n    }\n  ],\n  \"notes\": \"string\"\n}"
      },
      "typeVersion": 1.3
    },
    {
      "id": "29e27f69-2060-4058-87dd-1c118acfd4be",
      "name": "Enviar un mensaje",
      "type": "n8n-nodes-base.gmail",
      "position": [
        672,
        624
      ],
      "webhookId": "WEBHOOK_ID_PLACEHOLDER",
      "parameters": {
        "sendTo": "={{ $('JotForm Trigger').item.json.Email }}",
        "message": "=Hi {{ $('JotForm Trigger').item.json.Name }},\n\nGreat news! 🎉 Based on your preferences, we’ve found several apartments that closely match what you’re looking for. \n\nWe’d love to discuss these options with you and help you pick the perfect one.\n\nPlease use the link below to book a quick meeting with our property consultant: 👉 YOUR_CALENDLY_LINK\n\nDuring the call, we’ll review the listings, confirm availability, and guide you through the next steps.\n\nThe Real Estate Team — If you’ve already scheduled a call, please disregard this message.\n\nLooking forward to speaking with you soon!\nBest regards,\n",
        "options": {},
        "subject": "Your apartment search results are ready",
        "emailType": "text"
      },
      "typeVersion": 2.1,
      "alwaysOutputData": false
    },
    {
      "id": "e0793c85-9b49-4a34-9b1a-03862379c05f",
      "name": "Crear un prospecto",
      "type": "n8n-nodes-base.zohoCrm",
      "position": [
        928,
        624
      ],
      "parameters": {
        "Company": "TEMPLATED_COMPANY_NAME",
        "lastName": "={{ $('JotForm Trigger').item.json.Name }}",
        "resource": "lead",
        "additionalFields": {
          "Email": "={{ $('JotForm Trigger').item.json.Email }}",
          "Mobile": "={{ $('JotForm Trigger').item.json['Cell Phone Number'] }}",
          "Full_Name": "={{ $('JotForm Trigger').item.json.Name }}",
          "Description": "=🧭 Apartment Match Summary\n──────────────────────────\nLead Name: {{ $('JotForm Trigger').item.json.Name }}\nEmail: {{ $('JotForm Trigger').item.json.Email }}\nPhone: {{ $('JotForm Trigger').item.json['Cell Phone Number'] }}\nMove-in Date: {{ $('Set: Normalize Lead').item.json.lead.moveInDate }}\nPreferred Neighborhoods: {{ $('Set: Normalize Lead').item.json.lead.preferredNeighborhoods }}\nMax Rent: {{ $('Set: Normalize Lead').item.json.lead.maxMonthlyRent }} EGP\nNeeds Parking: {{ $('Set: Normalize Lead').item.json.lead.needsAssignedParking }}\nHas Pets: {{ $('Set: Normalize Lead').item.json.lead.hasPets }}\n\n──────────────────────────\n🏠 AI Recommended Listing\nRecommended Listing ID: {{ $json.output.recommendedListingId }}\nTop Match Neighborhood: {{ $json.output.topMatches[0].neighborhood }}\nRent: {{ $json.output.topMatches[0].rent }} EGP\nBedrooms/Bathrooms: {{ $json.output.topMatches[0].bedrooms }}/{{ $json.output.topMatches[0].bathrooms }}\nAvailable From: {{ $json.output.topMatches[0].availableFrom }}\n\n──────────────────────────\n🏘️ Other Good Matches\n2️⃣ {{ $json.output.topMatches[1].listingId }} — {{ $json.output.topMatches[1].neighborhood }}\n   Rent: {{ $json.output.topMatches[1].rent }} EGP\n\n3️⃣ {{ $json.output.topMatches[2].listingId }} — {{ $json.output.topMatches[2].neighborhood }}\n   Rent:  {{ $json.output.topMatches[2].rent }} EGP\n\n\n",
          "Lead_Source": "JotForm form"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "4ad8beca-d9ad-414f-a0ad-bc56011f0993",
      "name": "Nota Adhesiva",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -448,
        544
      ],
      "parameters": {
        "color": 3,
        "content": "Starts the workflow when a user submits the JotForm, capturing the raw lead data."
      },
      "typeVersion": 1
    },
    {
      "id": "df77592b-4994-41a5-b47c-59ce7923bb44",
      "name": "Nota Adhesiva1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -144,
        544
      ],
      "parameters": {
        "color": 4,
        "content": "Maps the raw form fields to a standardized lead object for consistent data use.\n"
      },
      "typeVersion": 1
    },
    {
      "id": "80c58506-ad79-481e-9d5a-24985dbb3cd5",
      "name": "Nota Adhesiva2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        112,
        528
      ],
      "parameters": {
        "color": 6,
        "width": 336,
        "content": "The core logic. Uses lead criteria and the googleSheets tool to find and rank the top three matching listings.\n"
      },
      "typeVersion": 1
    },
    {
      "id": "4c92a0b0-2f32-4b94-81cf-0b0dd4d842ef",
      "name": "Nota Adhesiva3",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        176,
        976
      ],
      "parameters": {
        "color": 5,
        "width": 288,
        "content": ".\n\n\n\n\nThe tool that allows the AI to search and retrieve all apartment listings from the Google Sheet database.\n"
      },
      "typeVersion": 1
    },
    {
      "id": "9a308dff-e55f-47fc-b5b6-1319b6e78e52",
      "name": "Nota Adhesiva4",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        592,
        528
      ],
      "parameters": {
        "color": 4,
        "width": 256,
        "content": "Automatically emails the lead to notify them their results are ready and prompts them to book a follow-up consultation.\n"
      },
      "typeVersion": 1
    },
    {
      "id": "cbe5ea3e-4edc-4a3d-8bbf-ddaaefc9baee",
      "name": "Nota Adhesiva5",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        864,
        528
      ],
      "parameters": {
        "color": 5,
        "width": 288,
        "content": "Creates a new, detailed lead record in Zoho CRM, including the customer's needs and the AI's top listing recommendations.\n"
      },
      "typeVersion": 1
    },
    {
      "id": "3873d283-f68d-4bc3-90ae-4ebf61767759",
      "name": "Nota Adhesiva12",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -448,
        -224
      ],
      "parameters": {
        "width": 1024,
        "height": 736,
        "content": "# JotForm Setup Guide\n\n\n## ⚡ Step 1: Link with the Webhook\n\n\n* **1. Log in to your JotForm account, select your Cashback Form, and navigate to Settings.**\n\n* **2. Go to Integrations and search for Webhooks.**\n\n* **3. Paste the JotForm Trigger Webhook URL provided by your n8n workflow into the field.**\n\n* **4. Save and activate! Your form is now live!**\n\n## 🔑 Step 2: Unlock File Access (API Key)\n\n* **1.Generate a JotForm API Key in your JotForm account settings.**\n\n* **2.CRITICAL: Set the key permission level to \"Full Access\" (required for file downloads).**\n\n* **3.Go to your n8n workflow and insert this key into:**\n    * **I.The JotForm Trigger node's credential.**\n    * **II.The Fetch All Receipts node's query parameters.**\n\n## ⚙️ Step 3: Configure Your n8n Nodes\n\n* **In the JotForm Trigger node replace the placeholder with your actual JotForm ID.**"
      },
      "typeVersion": 1
    }
  ],
  "active": false,
  "pinData": {},
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "27b5e246-a6bf-40c4-8ddf-52a41aeb2040",
  "connections": {
    "Agente de IA": {
      "main": [
        [
          {
            "node": "29e27f69-2060-4058-87dd-1c118acfd4be",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "5e06fdc6-e204-41e1-a3e5-dd0fce8cffd2": {
      "ai_tool": [
        [
          {
            "node": "Agente de IA",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    },
    "29e27f69-2060-4058-87dd-1c118acfd4be": {
      "main": [
        [
          {
            "node": "e0793c85-9b49-4a34-9b1a-03862379c05f",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "e4430f1c-e7b6-4360-9826-4717bdceec21": {
      "main": [
        [
          {
            "node": "Set: Normalizar Prospecto",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Set: Normalizar Prospecto": {
      "main": [
        [
          {
            "node": "Agente de IA",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Google Gemini Chat Model": {
      "ai_languageModel": [
        [
          {
            "node": "Agente de IA",
            "type": "ai_languageModel",
            "index": 0
          }
        ]
      ]
    },
    "dfdfbe18-115f-4d97-a75f-915dff0b3e11": {
      "ai_outputParser": [
        [
          {
            "node": "Agente de IA",
            "type": "ai_outputParser",
            "index": 0
          }
        ]
      ]
    }
  }
}