Automation library · Lead generation

Qualify & route leads across channels with OpenAI and Slack

Started by another system calling it, and works across Gmail, Google Sheets, HubSpot, Salesforce and one other. It hands the judgement calls to OpenAI. 16 steps, 2 branches: a working afternoon to understand properly.

MediumCalls a model: OpenAI

16 stepsMedium: a working afternoon
2Branches: places the flow splits
0Loops or waits
5Services it connects to

The flow

Starts it 2Model 1Logic 8Service 5

The steps in the order they run, from what starts it.

  1. 1Email TriggerGmail triggerStarts it
  2. 2Form Submission WebhookWebhookStarts it
  3. 3Merge InputsMergeLogic
  4. 4Workflow ConfigurationSetLogic
  5. 5Validate Input DataCodeLogic
  6. 6Check ValidationIfLogic
  7. 7Extract Lead Data with AIOpen AiModel
  8. 8Log Validation FailureSetLogic
  9. 9Parse AI ResponseCodeLogic
  10. 10Log Failed LeadsGoogle SheetsService
  11. 11Calculate Lead ScoreCodeLogic
  12. 12Route by TerritorySwitchLogic
  13. 13Create HubSpot ContactHubspotService
  14. 14Create Salesforce LeadSalesforceService
  15. 15Post to SlackSlackService
  16. 16Log to Google SheetsGoogle SheetsService

How it's built

Starts on
Another system calling it
Steps
16, with 2 branches
Size
Medium: a working afternoon
Connects to
Gmail, Google Sheets, HubSpot, Salesforce, Slack
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Gmail, Google Sheets, HubSpot, Salesforce and Slack accounts, and a key for OpenAI. You connect your own accounts after importing it; none are included.

What starts it?

It starts on another system calling it.

Does it use AI?

Yes. It calls OpenAI. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Plan an afternoon. 16 steps is enough that you should read each one before running it.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

Before you run it

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 16 steps before you point it at anything that matters.