AI-Powered Lead Qualification & Enrichment Pipeline

🎯 Who is this for?

This template is perfect for:

• Marketing Teams looking to automatically qualify inbound leads from campaigns
• Sales Teams wanting to prioritize high-value prospects instantly
• Agencies offering lead qualification as a service to clients
• SaaS Companies routing trial signups to appropriate nurture sequences
• B2B Service Providers scoring and enriching leads from multiple sources

💡 What problem does it solve?

Manual lead qualification is slow, inconsistent, and expensive. Sales teams waste hours on unqualified leads while hot prospects go cold. This workflow:

• Eliminates manual research - Automatically enriches company data via LinkedIn
• Scores leads instantly - AI analyzes 15+ data points to score 0-100
• Routes intelligently - Hot leads get instant alerts, warm leads enter nurture
• Personalizes outreach - AI generates custom emails based on company context

⚡ What this workflow does

1. Lead Capture & Validation

• Captures leads via built-in n8n Form (embeddable on any website)
• Validates email format and detects business vs personal emails
• Normalizes data from various field naming conventions

2. Company Enrichment via Apify

• Uses Google Search to find company's LinkedIn profile
• Scrapes LinkedIn for industry, size, description, specialties, and more
• Gracefully skips enrichment for personal emails (Gmail, Yahoo, etc.)

3. AI Lead Qualification (GPT-4.1)

• Scores leads 0-100 based on buying signals
• Assigns tier: Hot (80+), Warm (60-79), Cold (40-59), Disqualified (<40)
• Identifies buyer persona (Decision Maker, Influencer, Champion, etc.)
• Generates personalized talking points and risk factors

4. Intelligent Routing & Actions

• Hot Leads: Instant Slack alert + AI-generated personalized email + HubSpot contact
• Warm Leads: Slack notification for nurture sequence
• Cold Leads: Logged for future reference
• All Leads: Recorded to Google Sheets with full qualification data

🔧 Setup

Required Credentials

| Service | Purpose | |---------|---------| | OpenAI | AI qualification & email generation | | Apify | Google Search + LinkedIn scraping |

Optional Credentials

| Service | Purpose | |---------|---------| | Slack | Lead alerts and notifications | | HubSpot | CRM contact creation | | Gmail | Sending personalized emails | | Google Sheets | Lead database logging |

Apify Setup

1. Create account at apify.com
2. Get API token from Settings → Integrations
3. Open the Apify HTTP nodes and replace YOUR_API_KEY with the API token obtained in the above step

Apify Actors Used

• Google Search Scraper PPR (Actor ID: G9PR1B1upfS0mRvp0) - ~$0.004/search
• LinkedIn Company Scraper PPR (Actor ID: G9y3V8J1hXYJTf1Ho) - ~$0.02/company

Total cost: ~$0.02-0.03 per enriched lead

📊 Lead Scoring Criteria

| Score | Tier | What it means | |-------|------|---------------| | 80-100 | 🔥 Hot | Strong buying signals, budget confirmed, urgent timeline | | 60-79 | 🌡️ Warm | Good fit, some buying signals, needs nurturing | | 40-59 | ❄️ Cold | Potential fit but unclear intent | | 0-39 | ⛔ Disqualified | Poor fit, spam, or invalid |

🎨 Customization

Modify Form Fields

Edit the "Lead Capture Form" node to add/remove fields for your use case.

Adjust AI Scoring

Edit the system prompt in "AI Lead Qualification" to customize:

• Score thresholds for your industry
• Buyer persona definitions
• Custom qualification criteria

Add Integrations

Easily extend with:

• Pipedrive, Salesforce, or other CRMs
• Email sequences (Mailchimp, ActiveCampaign)
• SMS notifications (Twilio)
• Calendar booking (Calendly)

📈 Example Output

{
  "qualification": {
    "score": 85,
    "tier": "Hot",
    "buyerPersona": "Decision Maker",
    "urgencyLevel": "High"
  },
  "insights": {
    "keyInsights": [
      "VP-level with direct budget authority",
      "Company in growth phase (51-200 employees)",
      "Industry aligned with our ICP"
    ],
    "talkingPoints": [
      "Reference their sustainability focus",
      "Highlight ROI for mid-market companies"
    ]
  }
}

🙋 Need Help?

• Check the sticky notes in the workflow for section-by-section guidance
• Ensure Apify credentials are properly configured
• Test with a business email (not Gmail/Yahoo) to see full enrichment

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Created by Agentical AI - AI Automation Agency specializing in workflow automation and AI solutions.