Automation library · Lead generation

Real-time lead qualification, scoring & CRM integration system

Started by an event in a connected app, and works across Gmail and Google Sheets. It hands the judgement calls to OpenAI. 10 steps: a working afternoon to understand properly.

MediumCalls a model: OpenAI

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

The flow

Starts it 1Model 2Logic 3Service 4

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

  1. 1Jotform TriggerJot Form triggerStarts it
  2. 2OpenAI Chat ModelLm Chat Open AiModel
  3. 3Extract Lead DataSetLogic
  4. 4AI Lead Scoring (BANT)AgentModel
  5. 5Parse Lead ScoreSetLogic
  6. 6Intelligent Routing LogicCodeLogic
  7. 7Create CRM ContactHttp RequestService
  8. 8Notify Sales RepGmailService
  9. 9Send Lead ConfirmationGmailService
  10. 10Log to Tracking SheetGoogle SheetsService

How it's built

Starts on
An event in a connected app
Steps
10
Size
Medium: a working afternoon
Connects to
Gmail, Google Sheets
Model
OpenAI

Questions

What does it need to run?

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

What starts it?

It starts on an event in a connected app.

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. 10 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 10 steps before you point it at anything that matters.