Use Cases
- Automatically score leads from web forms to prioritize follow-ups
- Integrate AI-driven lead evaluation into your sales process
- Enhance lead management efficiency by sending scored leads to Copper
How It Works
Trigger the workflow with a web form submission Fetch data from the web form for processing Utilize AI to score the lead based on incoming data Send the scored lead information to Copper for CRM management
Setup Steps
- 1Import the workflow template into n8n
- 2Configure the webhook path for incoming web form submissions
- 3Set up the HTTP request to fetch data from the web form
- 4Adjust the AI scoring parameters as needed
- 5Specify the Copper endpoint for sending scored leads
Apps Used
Web Forms
OpenAI
Copper
Categories
Industries
Tags
#ai content generation
#process automation
#workflow management