Библиотека / CRM и воронка продаж
CRM и воронка продаж
Qualify, enrich, and route B2B inbound leads with GPT-4o, HubSpot, and Slack
When an API call/webhook arrives, it updates your CRM with OpenAI / ChatGPT using HubSpot, Slack.
Что делает
## Qualify and enrich B2B inbound leads with GPT-4o, HubSpot, and Slack ### How it works 1. Capture & Normalize: Receives new inbound leads from a Webhook (such as Typeform, Webflow, Framer, or a custom landing page form) and normalizes the contact fields while filtering out free personal email domains. 2. Company Website Context: Fetches the prospect's company website homepage HTML and extracts clean text metadata so the AI has real context about their business model. 3. AI Lead Scoring & Qualification: Uses OpenAI GPT-4o with a Structured Output Parser to evaluate ideal customer profile (ICP) fit, assign a numeric lead score (0–100), classify buying intent, and draft a personalized outreach opener. 4. CRM Sync & Instant Routing: Upserts the enriched contact into HubSpot CRM and routes high-priority leads (score >= 70) to a dedicated Slack sales channel while logging low-priority leads for nurture. ### Setup steps - [ ] Configure your Webhook URL in your lead capture form or test with sample JSON payload. - [ ] Add your OpenAI API credentials to the OpenAI Chat Model node. - [ ] Connect your HubSpot credentials in the Create or Update HubSpot Contact node. - [ ] Connect your Slack credentials and select your target channel in both Slack notification nodes. ### Customization Adjust the ICP criteria prompt inside the AI Lead Qualifier Agent node and modify the score threshold in the Route by Lead Score node to match your sales team's SLA.
Шаги
- Inbound Lead Webhook
- Normalize Lead Data
- Fetch Company Website
- AI Lead Qualifier Agent
- OpenAI Chat Model
- Lead Score Output Parser
- Create or Update HubSpot Contact
- Route by Lead Score
- Alert AE on Hot Lead
- Log Warm or Cold Lead
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