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
- 01Lead submits a form on the website
- 02Submission lands in a shared inbox or spreadsheet
- 03Someone manually opens it, researches the company, and judges fit
- 04Lead is copy-pasted into the CRM, often hours later
- 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
- 01Trigger: webhook fires when a new lead submits the website form
- 02Enrichment: company and contact data pulled from public sources
- 03AI scoring: LLM evaluates fit against the defined ICP and returns score + reasoning
- 04Routing: qualified leads pushed to CRM with owner assignment
- 05Notification: Slack alert to the assigned rep with context and next action
07
Workflow screenshot

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