Automatically qualify inbound leads using AI conversation analysis, enrich with company data, create CRM records, and notify sales reps of high-priority prospects.
Workflow Steps
HubSpot Forms
Capture lead information
Set up HubSpot forms on your website to capture basic lead info (name, email, company, inquiry details) and trigger the automation workflow when submitted.
OpenAI GPT-4
Analyze and score inquiry
Use Zapier to send the inquiry text to GPT-4 with a custom prompt that scores lead quality (1-10), identifies buying intent signals, and extracts key pain points mentioned.
Clearbit
Enrich company data
Automatically look up the prospect's company using their email domain to gather employee count, revenue, industry, and technologies used for better qualification context.
HubSpot CRM
Create enriched contact record
Create a new contact in HubSpot with all gathered information, AI qualification score, and enriched company data, plus add them to appropriate lead nurturing sequences.
Slack
Alert sales team for hot leads
Send instant Slack notifications to the sales channel for leads scoring 8+ with prospect details, qualification insights, and direct link to HubSpot record for immediate follow-up.
Workflow Flow
Step 1
HubSpot Forms
Capture lead information
Step 2
OpenAI GPT-4
Analyze and score inquiry
Step 3
Clearbit
Enrich company data
Step 4
HubSpot CRM
Create enriched contact record
Step 5
Slack
Alert sales team for hot leads
Why This Works
Combines AI-powered qualification with data enrichment to help sales teams focus on the most promising prospects while ensuring no qualified leads slip through the cracks.
Best For
B2B companies with high lead volume who need to prioritize sales outreach and improve lead response times
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