Automatically qualify inbound leads using AI analysis and route high-value prospects directly to sales reps with context.
Workflow Steps
Typeform
Capture lead information
Set up a lead capture form that collects company size, industry, budget, timeline, and specific needs from potential customers
OpenAI GPT-4
Score and qualify leads
Send form responses to GPT-4 with a qualification prompt that scores leads 1-10 based on fit criteria and extracts key qualifying information
HubSpot
Update CRM with lead score and notes
Create or update the contact record in HubSpot with the AI qualification score, extracted insights, and appropriate pipeline stage
Slack
Notify sales team of qualified leads
Send immediate Slack messages to assigned sales reps for leads scoring 8+ with prospect details and AI qualification summary
Workflow Flow
Step 1
Typeform
Capture lead information
Step 2
OpenAI GPT-4
Score and qualify leads
Step 3
HubSpot
Update CRM with lead score and notes
Step 4
Slack
Notify sales team of qualified leads
Why This Works
AI qualification is more consistent than manual review and ensures sales reps spend time on leads most likely to convert
Best For
B2B companies that receive many inbound leads but need to prioritize sales team focus on the best prospects
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