Lead scoring & auto-assignment with GPT-4 and GoHighLevel + Slack alerts
This workflow automatically scores and categorizes new GoHighLevel contacts using AI (GPT-4), then tags and assigns them to the appropriate team member based on their score. Hot leads also trigger a Slack notification for immediate follow-up.
What does it do?
- Triggers when a new contact is added in GoHighLevel.
- Fetches full contact details and recent engagement data.
- Uses AI (GPT-4) to analyze and score the lead (1-100), categorize it (Hot, Warm, Cold), and provide an explanation.
- Tags the contact in GoHighLevel based on the score.
- Assigns the lead to the correct sales or nurturing team member.
- Sends a Slack alert for Hot leads to ensure fast response.
Use case
Use this workflow to automate lead qualification and assignment in sales teams using GoHighLevel. It helps prioritize high-quality leads, ensures fast follow-up, and reduces manual work.
How to configure
-
GoHighLevel API:
- Set your GoHighLevel API URL and API key in the
Workflow Configurationnode. - Update user IDs for assignment as needed.
- Set your GoHighLevel API URL and API key in the
-
Slack Integration:
- Add your Slack webhook URL or credentials in the
Slack Notify Hot Leadnode.
- Add your Slack webhook URL or credentials in the
-
AI Provider:
- Configure your OpenAI (or compatible) credentials in the
AI Lead Scoring (GPT-4)node.
- Configure your OpenAI (or compatible) credentials in the
-
Adjust thresholds:
- If needed, change the score thresholds in the IF nodes to match your business logic.
-
Activate the workflow:
- Once configured, activate the workflow to start processing new leads automatically.
Tip:
You can further customize the workflow to fit your sales process, add more notifications, or integrate with other tools as needed.
Lead Scoring & Auto-Assignment with GPT-4 and GoHighLevel - Slack Alerts
This n8n workflow automates lead scoring and assignment using AI (GPT-4) for leads captured in GoHighLevel, and then notifies the relevant teams via Slack. It streamlines the lead management process, ensuring high-value leads are quickly identified and routed to the correct sales representatives.
What it does
- Receives New Leads: Listens for incoming lead data via a webhook, typically from a CRM like GoHighLevel.
- Scores Leads with GPT-4: Sends the lead information to OpenAI (GPT-4) to generate a lead score and suggest an appropriate sales representative based on predefined criteria (e.g., industry, lead quality).
- Prepares Data: Formats the lead data and the AI-generated score/assignment for further processing.
- Assigns Leads in GoHighLevel: Updates the lead record in GoHighLevel with the assigned sales representative and potentially the lead score.
- Notifies Sales Team: Sends a detailed alert to a designated Slack channel, including lead details, AI-generated score, and the assigned sales representative.
- Responds to Webhook: Confirms successful processing back to the originating system.
Prerequisites/Requirements
- n8n Instance: A running n8n instance.
- Webhook: An incoming webhook configured to receive lead data (e.g., from GoHighLevel).
- OpenAI API Key: An API key for OpenAI with access to GPT-4 or a similar model.
- GoHighLevel Account & API Access: Credentials and API access to your GoHighLevel account to update lead information.
- Slack Account & Webhook: A Slack workspace and a configured incoming webhook to post notifications.
Setup/Usage
- Import the Workflow: Download the JSON provided and import it into your n8n instance.
- Configure Webhook:
- The "Webhook" node (ID: 47) is your trigger. Copy its URL and configure your GoHighLevel (or other lead source) to send new lead data to this URL.
- Configure Credentials:
- OpenAI: Set up your OpenAI credential in n8n for the "OpenAI" node (ID: 1250).
- GoHighLevel: The "HTTP Request" node (ID: 19) is used to interact with the GoHighLevel API. You will need to configure the API endpoint, authentication (e.g., API key in headers), and the request body to update lead information.
- Slack: Set up your Slack credential in n8n for the "Slack" node (ID: 40). Specify the channel where alerts should be posted.
- Customize AI Prompt (OpenAI Node):
- Review the "OpenAI" node (ID: 1250). You will need to customize the prompt to GPT-4 to accurately score leads and suggest assignments based on your specific business logic, sales team structure, and lead criteria.
- Adjust Data Mapping (Edit Fields Node):
- The "Edit Fields" node (ID: 38) is used to transform and prepare data. Adjust the fields being set to match the expected input for your GoHighLevel API update and Slack notification.
- Activate the Workflow: Once all credentials and configurations are set, activate the workflow.
This workflow provides a robust framework for automating lead qualification and assignment, significantly reducing manual effort and improving response times for valuable leads.
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