# Qualify inbound leads with OpenAI and HubSpot: n8n workflow

> Started by someone submitting a form, and works across Gmail, HubSpot and Slack. It hands the judgement calls to OpenAI.

Source: https://millionrounds.com/workflow/qualify-inbound-leads-with-openai-and-hubspot (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [Lead generation](https://millionrounds.com/workflows?category=Lead+generation#library)

# 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.

Small Calls a model: OpenAI

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fqualify-inbound-leads-with-openai-and-hubspot)

**8 steps** Small: readable in one sitting

**1** Branch: places the flow splits

**0** Loops or waits

**3** Services it connects to

## The flow

Starts it 1 Model 3 Logic 1 Service 3

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

- 1 **Lead Submits Form** Form trigger *Starts it*
- 2 **OpenAI Chat Model** Lm Chat Open Ai *Model*
- 3 **Parse Lead (JSON)** Output Parser Structured *Model*
- 4 **Qualify & Enrich Lead** Chain Llm *Model*
- 5 **Save Lead to CRM** Hubspot *Service*
- 6 **Hot Lead?** If *Logic*
- 7 **Alert Sales in Slack** Slack *Service*
- 8 **Draft Follow-up Email** Gmail *Service*

## 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.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fqualify-inbound-leads-with-openai-and-hubspot)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[Gmail](https://millionrounds.com/workflows?service=Gmail#library)[HubSpot](https://millionrounds.com/workflows?service=HubSpot#library)[Slack](https://millionrounds.com/workflows?service=Slack#library)

## Workflows like it

Also lead generation, with the same services where possible, closest in size first.

- [**AI lead qualification & scoring for HubSpot contacts** 8 steps · calls a model · HubSpot](https://millionrounds.com/workflow/ai-lead-qualification-and-scoring-for-hubspot-contacts)
- [**Automate real estate lead matching with Jotform and Gemini** 8 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/automate-real-estate-lead-matching-with-jotform-and-gemini)
- [**Extract business card data from Slack to Google Sheets** 8 steps · calls a model · Google Sheets, Slack](https://millionrounds.com/workflow/extract-business-card-data-from-slack-to-google-sheets)
- [**Filter fraudulent leads with OpenAI and AbstractAPI** 8 steps · calls a model · Google Sheets, Slack](https://millionrounds.com/workflow/filter-fraudulent-leads-with-openai-and-abstractapi)
- [**Gmail to Zendesk: AI-enriched ticket creation with OpenAI** 8 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/gmail-to-zendesk-ai-enriched-ticket-creation-with-openai)
- [**HubSpot contact AI enrichment with Gemini** 8 steps · calls a model · HubSpot](https://millionrounds.com/workflow/hubspot-contact-ai-enrichment-with-gemini)