Lead qualification and routing from web form to sales team

• Automate lead qualification from web forms to sales teams
• Enhance lead data with geographical information
• Utilize AI for lead scoring and qualification
• Streamline CRM updates and owner assignments
• Notify sales teams about new qualified leads

Capture lead data through a webhook Validate and normalize input data Enrich lead information with geographical data Qualify leads using AI and the CHAMP framework Upsert qualified leads into the CRM Assign leads to the appropriate sales owner Create follow-up tasks and notify the sales team via Slack

1. 1
   Import the workflow template into n8n
2. 2
   Configure the webhook URL to match your web form
3. 3
   Set up OpenAI credentials for AI qualification
4. 4
   Connect your CRM (e.g., HubSpot) with the necessary credentials
5. 5
   Adjust Slack channel settings for notifications
6. 6
   Test the workflow with sample lead submissions