Use Cases
- Automatically score leads based on engagement and demographic data.
- Integrate AI to enhance lead scoring accuracy.
- Notify marketing teams of lead scores in real-time.
How It Works
Triggers every 30 minutes to fetch new contacts from HubSpot. Calculates a rule-based score based on predefined criteria. Utilizes AI to generate an intent score for each contact. Combines rule-based and AI scores for a total lead score. Updates lead scores in HubSpot and sends notifications to Slack.
Setup Steps
- 1Import the workflow template into n8n.
- 2Connect your HubSpot and OpenAI accounts.
- 3Customize scoring criteria as needed.
- 4Set up the Slack channel for notifications.
- 5Activate the workflow to start scoring leads.
Apps Used
HubSpot
OpenAI
Slack
Categories
Industries
Tags
#process automation
#notifications
#ai assistants