Automation library · Lead generation

Qualify inbound leads with OpenAI and HubSpot

Started by someone submitting a form, and works across Gmail, HubSpot and Slack. It hands the judgement calls to OpenAI. 8 steps, 1 branch: small enough to read in one sitting and change without fear.

SmallCalls a model: OpenAI

8 stepsSmall: readable in one sitting
1Branch: places the flow splits
0Loops or waits
3Services it connects to

The flow

Starts it 1Model 3Logic 1Service 3

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

  1. 1Lead Submits FormForm triggerStarts it
  2. 2OpenAI Chat ModelLm Chat Open AiModel
  3. 3Parse Lead (JSON)Output Parser StructuredModel
  4. 4Qualify & Enrich LeadChain LlmModel
  5. 5Save Lead to CRMHubspotService
  6. 6Hot Lead?IfLogic
  7. 7Alert Sales in SlackSlackService
  8. 8Draft Follow-up EmailGmailService

How it's built

Starts on
Someone submitting a form
Steps
8, with 1 branch
Size
Small: readable in one sitting
Connects to
Gmail, HubSpot, Slack
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Gmail, HubSpot 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 someone submitting a form.

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?

Not long. At 8 steps it can be read in one sitting and changed without fear.

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 8 steps before you point it at anything that matters.