Use Cases
- Automate lead scoring from web form submissions
- Integrate AI to enhance lead evaluation processes
- Streamline lead management by sending scored leads to Pipedrive
- Improve sales team efficiency with real-time lead updates
- Facilitate error notifications through Slack for better team communication
How It Works
Trigger the workflow upon receiving a new web form submission Fetch data from the web form using an HTTP request Score the lead using OpenAI's AI capabilities Send the scored lead data to Pipedrive for management Handle errors by sending notifications to a Slack channel
Setup Steps
- 1Import the workflow template into n8n
- 2Configure the webhook URL for the incoming web form
- 3Set up the HTTP request to fetch data from the web form
- 4Connect the OpenAI node with the appropriate model and prompt
- 5Set the Pipedrive endpoint for sending scored leads
- 6Configure the Slack notification settings for error handling
Apps Used
OpenAI
Pipedrive
Slack
Categories
Target Roles
Industries
Tags
#ai content generation
#process automation
#notifications