Use Cases
- Automate lead scoring from web forms to CRM systems
- Enhance lead management efficiency with AI-driven insights
- Streamline sales processes by prioritizing high-value leads
How It Works
Trigger workflow upon receiving a new lead from a web form Fetch lead data from the specified web form endpoint Utilize OpenAI to score the lead based on incoming data Send the scored lead information to Zoho CRM for management
Setup Steps
- 1Import the workflow template into your n8n instance
- 2Configure the webhook URL to match your web form submission endpoint
- 3Set up the OpenAI model parameters as needed
- 4Provide the Zoho CRM endpoint and authentication details
- 5Test the workflow to ensure data flows correctly from the web form to Zoho CRM
Apps Used
Web Form
OpenAI
Zoho CRM
Categories
Target Roles
Industries
Tags
#process automation
#workflow management
#notifications