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Bibliothek / Lead-Generierung & Anreicherung

Lead-Generierung & Anreicherung

Eingehende Leads mit KI bewerten, per SMS oder WhatsApp antworten, Vertrieb in Slack benachrichtigen

Läuft bei jedem eingehenden Lead-Webhook, bewertet ihn mit KI, sendet heißen Leads sofort SMS- oder WhatsApp-Antworten mit Kalenderterminen und Slack-Benachrichtigungen und pflegt die übrigen im CRM weiter.

Was sie bewirkt

## Score inbound leads with AI, reply by SMS or WhatsApp, book calendar slots and alert sales Who it is for. Sales teams that lose leads in the first hour: agencies, clinics, real estate, B2B services. What it does - Normalises the lead from any source (web form, ad platform, HubSpot or GoHighLevel webhook) with a 24 hour duplicate guard. - AI qualification returns a score, intent, summary and a drafted reply. - Hot leads get an instant SMS or WhatsApp reply, three calendar slots, a 15 minute sales task and a Slack alert. - Cooler leads are logged in the CRM and started on a nurture sequence. - A second trigger takes voice agent call ended webhooks (Retell, VAPI), writes the summary to the CRM and books a visit when asked. Setup 1. Set base in Config or replace the HTTP Request nodes with your CRM, calendar, messaging and Slack nodes. 2. Point the form, ad platform and voice agent webhooks at the two Webhook URLs. 3. Set the AI credential on the qualification step. Activate. All external systems are reached through HTTP Request nodes against base in the Config node, so the whole flow imports and runs against any REST backend; swap any of them for the native n8n node of your system. Built and tested on sample data by Finamatik: https://finamatik.com/work/ai-lead-response-engine Requirements. n8n 1.100 or later; for the AI steps, a model endpoint at base/llm/complete or the OpenAI or Anthropic node in its place; your own systems reachable over HTTPS. How to customise. Every rule lives in one Code or Config node and is named for what it decides; change the thresholds there, not in the branches.

Die Schritte

  1. Webhook: new lead (form / ad / GHL)
  2. Webhook: voice agent call ended (Retell / VAPI)
  3. Config
  4. Normalise + dedupe (24h)
  5. Not a duplicate?
  6. AI: qualify lead
  7. Merge lead + AI verdict
  8. CRM: upsert contact (HubSpot / GHL)
  9. Attach contact id
  10. Hot lead?
  11. Reply in < 60 s (SMS / WhatsApp / email)
  12. Calendar: next open slots
  13. Offer 3 slots
  14. CRM: task for sales rep (15 min SLA)

Insgesamt 32 Schritte.

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