Lead scoring automation from web form to Salesforce

• Automate lead scoring from web forms to improve sales efficiency
• Integrate AI to enhance lead evaluation processes
• Streamline data transfer between web forms and CRM systems

Trigger the workflow with a web form submission Fetch lead data from the specified web form URL Use AI to score the lead based on the fetched data Send the scored lead information to Salesforce for management

1. 1
   Import the workflow template into n8n
2. 2
   Configure the webhook URL for your web form
3. 3
   Set up the OpenAI model parameters for lead scoring
4. 4
   Connect your Salesforce account for data transfer
5. 5
   Test the workflow to ensure proper functionality