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Qualify & route leads with GPT-4o, Clearbit, HubSpot CRM & Slack alerts

GreypillarGreypillar
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2/3/2026
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How it works

• Webhook receives lead form submissions from your website • AI Agent (GPT-4o) analyzes lead quality using intelligent scoring framework • Clearbit enriches company data automatically (employee count, industry, revenue) • Qualification score (0-100) determines routing: high-quality leads → HubSpot CRM + Slack alert, low-quality leads → Airtable for manual review • Structured output parser ensures reliable JSON formatting every time

Set up steps

• Time to set up: 15-20 minutes • Import the Clearbit sub-workflow first (separate workflow file included) • Create 7 custom properties in HubSpot (qualification_score, buying_intent, urgency_level, budget_indicator, ai_summary, pain_points, recommended_action) • Create Airtable base with 14 columns for low-quality lead tracking • Get Slack channel IDs for sales alerts and review requests • Add credentials: OpenAI (GPT-4o), Clearbit API, HubSpot OAuth2, Slack OAuth2, Airtable Token • Replace placeholder IDs in Slack and Airtable nodes • Configure the Clearbit Enrichment Tool node with your sub-workflow ID

What you'll need

• OpenAI API - OpenAI model access for AI qualification • Clearbit API - Free tier available for company enrichment • HubSpot - Free CRM account works • Slack - Standard workspace • Airtable - Free plan works • Website form - To send webhook data

Who this is for

Sales teams and agencies that want to automatically qualify inbound leads before they hit the CRM. Perfect for B2B companies with high lead volume that need intelligent routing.

n8n Workflow: AI-Powered Lead Qualification and Routing with HubSpot and Slack

This n8n workflow automates the process of qualifying and routing leads using AI (GPT-4o), enriching data with Clearbit (via an HTTP Request), updating HubSpot CRM, and sending Slack alerts. It streamlines lead management, ensuring that sales teams focus on high-potential leads and that relevant stakeholders are informed.

What it does

This workflow performs the following key steps:

  1. Triggers on Demand: It is designed to be executed by another workflow, indicating it acts as a callable sub-workflow.
  2. AI-Powered Lead Qualification: Utilizes an AI Agent (likely GPT-4o via OpenAI Chat Model) to analyze lead information and determine qualification status and routing details.
  3. Structured Output Parsing: Processes the AI agent's output to extract structured data for further use.
  4. Enriches Lead Data (Clearbit): Makes an HTTP request to an external API (likely Clearbit) to enrich the lead's company data based on their email domain.
  5. Updates HubSpot CRM: Creates or updates a contact in HubSpot with the qualified lead's information and enriched data.
  6. Conditional Slack Alerts:
    • If the lead is qualified, it sends a detailed Slack alert to a designated channel, including qualification details and a link to the HubSpot contact.
    • If the lead is not qualified, it sends a different Slack alert indicating the lead was disqualified.
  7. Airtable Logging (Placeholder): Includes an Airtable node, which could be used for logging or further processing of lead data, though its specific configuration is not detailed in the JSON.

Prerequisites/Requirements

To use this workflow, you will need:

  • n8n Instance: A running n8n instance.
  • OpenAI API Key: For the OpenAI Chat Model (GPT-4o) to power the AI Agent.
  • Clearbit API Key: Or access to a similar data enrichment API that can be called via HTTP Request.
  • HubSpot Account: With appropriate API access configured in n8n credentials.
  • Slack Account: With a Slack App or Bot Token configured in n8n credentials to post messages.
  • Airtable Account (Optional): If you plan to utilize the Airtable node for logging or data storage.

Setup/Usage

  1. Import the Workflow: Download the provided JSON and import it into your n8n instance.
  2. Configure Credentials:
    • Set up your OpenAI credential for the "OpenAI Chat Model" node.
    • Configure your HubSpot credential for the "HubSpot" node.
    • Set up your Slack credential for the "Slack" nodes.
    • Configure your Airtable credential for the "Airtable" node (if using).
  3. Configure HTTP Request: Update the "HTTP Request" node with your Clearbit (or chosen data enrichment service) API endpoint and authentication details.
  4. Configure AI Agent:
    • Review the "AI Agent" and "OpenAI Chat Model" nodes to ensure the prompt and model parameters align with your qualification criteria.
    • Adjust the "Structured Output Parser" to correctly parse the AI's output based on your defined schema.
  5. Configure Slack Channels: Update the "Slack" nodes with the specific channel IDs where you want to receive qualified and disqualified lead alerts.
  6. Activate the Workflow: Once all configurations are complete, activate the workflow.
  7. Triggering: This workflow is designed to be triggered by another n8n workflow using the "Call n8n Workflow Tool" node. Ensure the calling workflow passes the necessary lead data (e.g., email, company name) to this workflow.

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