Inbound Qualification.
Evaluate form submissions and route the next action.
← ALL PROJECTSIncoming leads need to be checked against a business's ideal customer profile before the sales team can decide where to spend its time. Replies and record updates add repetitive work.
I built an inbound workflow that evaluates submitted lead information against qualification criteria, selects the appropriate response, updates records and notifies the team.
- Form-based lead intake
- AI qualification using business-specific criteria
- Qualified and unqualified response paths
- CRM or Google Sheets updates
- Team notifications and lead routing
- Customizable questions, prompts and responses
The form captures company information and qualifying answers for the business.
The AI evaluates that information using the ideal customer profile and qualification rules, choosing the qualified or unqualified path.
Qualified leads receive a response and are routed to the team with a record update. Unqualified leads receive an appropriate response and their outcome is recorded.
TOOLS & TECHNOLOGIES n8n · AI model API · Forms / webhooks · Google Sheets · CRM integration · Email / notifications
- Make criteria specific to the business instead of using a universal lead score.
- Represent both qualification outcomes explicitly, including the response and record update for each.
- Keep the workflow focused on the inbound path, from submitted information to the next sales action.
A working intake-to-routing automation with two qualification paths. Each submission receives a recorded outcome and the appropriate response or team handoff.
COMPLETED PROJECT · DEMO ASSETS TO FOLLOW