Automated Lead Capture, Scoring & CRM Integration with HubSpot, Clearbit & Slack
How it works This Lead Capture & Auto-Qualification workflow transforms raw leads into qualified prospects through intelligent automation. Here's the high-level flow: Lead Intake → Data Validation → Enrichment → Scoring → Smart Routing → CRM Integration & Notifications The system captures leads from any source, validates the data, enriches it with company intelligence, scores based on qualification criteria, and automatically routes high-value prospects to sales while nurturing lower-priority leads. Set up steps Time to set up: Approximately 30-45 minutes Prerequisites: Active accounts with HubSpot, Clearbit, Apollo, and Slack Step 1: Import Workflow (2 minutes)
Copy the workflow JSON and import into your n8n instance The workflow will appear with all nodes and sticky note documentation
Step 2: Configure Environment Variables (5 minutes) Set these in your n8n environment:
APOLLO_API_URL SLACK_SALES_CHANNEL_ID SLACK_MARKETING_CHANNEL_ID CRM_ASSIGNMENT_URL
Step 3: Set Up API Credentials (15 minutes) Create credential connections for:
Clearbit API (enrichment) Apollo API (HTTP Header Auth) HubSpot API (CRM integration) Slack API (notifications)
Step 4: Customize Scoring Logic (10 minutes)
Review the qualification criteria in the Code node Adjust scoring weights based on your ideal customer profile Modify industry targeting and company size thresholds
Step 5: Test & Activate (8 minutes)
Send test webhook requests to validate the flow Verify CRM contact creation and Slack notifications Activate the workflow for live lead processing
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