Hospitality / Property Management

Guest Inquiry Management & Lead Routing Automation

Lovre Homes

Industry
Hospitality / Property Management
Project type
Workflow Automation & Lead Routing
Tools
ZapierGoogle FormsGoogle SheetsGmail

Business challenge

Guest inquiries were manually reviewed, manually transferred into Google Sheets and manually acknowledged. There was also no automated way to route Sales inquiries separately from Property Management inquiries.

Solution implemented

  • 01A Zapier workflow capturing every Google Form submission as it arrives
  • 02Central inquiry records written to Google Sheets automatically
  • 03Routing based on the inquiry category, so Sales and Property Management are handled separately
  • 04Conditional acknowledgment emails personalized with the guest's first name

Before → After

Before

  • Manual form checking
  • Manual data entry
  • Delayed acknowledgment
  • No automated routing
  • Inconsistent handling

After

  • Automated inquiry capture
  • Centralized records
  • Category-based routing
  • Conditional acknowledgment
  • Personalized guest communication

Result

Every inquiry now follows a consistent automated path from submission to record creation, internal routing and guest acknowledgment.

How it works

  1. 01Guest submits the inquiry form
  2. 02Inquiry recorded centrally in the sheet
  3. 03Category decides the routing path
  4. 04Matching acknowledgment email sent, personalized by first name

Inside the system

Zapier Routing Workflow
Zapier Routing Workflow. The path split, with a separate acknowledgment for each inquiry category.

What this demonstrates

  • Conditional routing on form data
  • Automated record keeping
  • Personalized customer communication
  • Consistent handling of every inbound inquiry

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