Use Cases
- Automate lead scoring from web forms to improve sales efficiency
- Integrate AI to enhance lead evaluation and prioritization
- Streamline lead management by sending qualified leads to Freshsales
How It Works
Incoming webhook captures lead data from a web form Fetches data using an HTTP request Scores the lead using AI based on the incoming data Sends the scored lead to Freshsales for further action
Setup Steps
- 1Import the workflow template into n8n
- 2Configure the webhook URL to match your web form
- 3Set up the OpenAI model parameters for lead scoring
- 4Specify the Freshsales endpoint for lead submission
- 5Test the workflow to ensure data flows correctly
Apps Used
OpenAI
Freshsales
Categories
Target Roles
Industries
Tags
#ai assistants
#process automation
#workflow management