Capture and enrich leads with GPT-4o, Postgres, Slack, Gmail and your CRM
Overview This workflow captures incoming leads from a webhook, enriches them using AI, and automates the entire sales pipeline. It validates data, scores leads as hot, warm, or cold, assigns them to sales reps, syncs with CRM systems, and triggers notifications and follow-ups.
It helps teams respond faster, prioritize high-value leads, and streamline sales operations with minimal manual effort.
How It Works
Webhook Trigger Captures lead data from forms or landing pages.
Workflow Configuration Defines: CRM API endpoint Slack notification channel Sales reps list for assignment
Validation Ensures required fields (name and email) are present. Routes invalid submissions to error handling.
Data Normalization Structures lead data (name, email, phone, company, message).
AI Lead Enrichment Classifies lead as: Hot Warm Cold Generates: Score reasoning Estimated deal value Company insights Recommended next actions
Database Storage Stores enriched lead data in Postgres.
Sales Assignment Assigns leads using round-robin distribution logic.
CRM Integration Sends lead data to CRM (e.g., HubSpot, GoHighLevel) Optionally creates Salesforce leads
Automated Communication Sends welcome email to the lead Notifies sales team via Slack
Activity Logging Logs all actions for tracking and analytics
Setup Instructions
Webhook Setup Configure endpoint (lead-capture) Connect your form or frontend
OpenAI Credentials Add API key for lead scoring and enrichment
Database Setup Configure Postgres credentials Create tables: leads activity_log
CRM Integration Add API credentials for your CRM Set endpoint URL
Salesforce (Optional) Configure Salesforce credentials if used
Slack Integration Add Slack credentials Set channel ID for notifications
Email Setup Connect Gmail account for sending emails
Configure Sales Reps Add email list in configuration node
Use Cases
Automated lead qualification for marketing teams
SaaS lead management pipelines
Agency client acquisition workflows
CRM automation with AI enrichment
Sales team lead distribution systems
Requirements
OpenAI API key
Postgres database
CRM system (HubSpot, GoHighLevel, or similar)
Gmail account
Slack workspace
Salesforce account (optional)
n8n instance
Key Features
AI-powered lead scoring and enrichment
Automated validation and error handling
Round-robin sales assignment
Multi-CRM integration support
Real-time Slack notifications
Automated email follow-ups
Full activity tracking and logging
Summary
A complete AI-driven lead management system that captures, enriches, scores, and routes leads automatically. It enables faster response times, better lead prioritization, and scalable sales automation for modern teams.
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