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Live case study· Automation

AI-Powered Lead Capture and Qualification System

Score, enrich and route inbound leads in real time.

n8nCohere AIHubSpotGoogle SheetsSlackWebhooks
01

Project overview

An end-to-end automation that captures inbound leads, enriches them with public data, scores them against an ideal customer profile using an LLM, and routes qualified prospects directly into the CRM with a recommended next action.

02

Business problem

Inbound leads arrive faster than a small team can triage them. Low-fit submissions consume the same attention as high-fit ones, response times slip past the critical first-touch window, and well-qualified prospects sit in an inbox waiting to be noticed.

03

Stakeholders involved

Sales / business development
Marketing (lead source owners)
Revenue operations
04

Current manual process

  1. 01Lead submits a form on the website
  2. 02Submission lands in a shared inbox or spreadsheet
  3. 03Someone manually opens it, researches the company, and judges fit
  4. 04Lead is copy-pasted into the CRM, often hours later
  5. 05A rep is pinged manually — if anyone remembers
05

Automated workflow

The same process, redesigned as a single automation. Each step runs without manual intervention.

01Lead Form
02Webhook Trigger
03AI Qualification
04Score & Routing
05CRM Sync
06Team Notification
06

Workflow overview

  1. 01Trigger: webhook fires when a new lead submits the website form
  2. 02Enrichment: company and contact data pulled from public sources
  3. 03AI scoring: LLM evaluates fit against the defined ICP and returns score + reasoning
  4. 04Routing: qualified leads pushed to CRM with owner assignment
  5. 05Notification: Slack alert to the assigned rep with context and next action
07

Workflow screenshot

AI-Powered Lead Capture and Qualification System workflow
08

Walkthrough

09

Tools used

n8nCohere AIHubSpotGoogle SheetsSlackWebhooks
10

Expected business benefits

  • Removes manual lead triage from the team's day
  • Cuts response time from hours to seconds
  • Every lead is scored against the same criteria, consistently
  • Reduces the risk of high-intent leads being missed