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.

0
Downloads
0
Views
8.72
Quality Score
intermediate
Complexity
Author:Rajeet Nair(View Original →)
Created:4/8/2026
Updated:4/22/2026

🔒 Please log in to import templates to n8n and favorite templates

Workflow Visualization

Loading...

Preparing workflow renderer

Comments (0)

Login to post comments