{ "workflow": { "id": 9815, "name": "Real-time lead qualification, scoring & CRM integration system using Jotform", "views": 193, "recentViews": 0, "totalViews": 193, "createdAt": "2025-10-17T07:50:02.148Z", "description": "# Jotform Lead Qualification & Distribution System\n\nTransform lead chaos into systematic qualification and instant routing - achieving 5-minute response times, 300% conversion increase, and eliminating sales team conflicts through AI-powered BANT scoring and intelligent territory assignment.\n\n## What This Workflow Does\n\nRevolutionizes lead management with AI-driven qualification and automated distribution to the right sales rep:\n\nπŸ“ **Intelligent Lead Capture** - Jotform collects complete lead profile including budget, timeline, and pain points \nπŸ€– **AI BANT Scoring** - GPT-4 evaluates leads across Budget, Authority, Need, Timeline (0-100 score) \n🎯 **Smart Routing** - Automatically assigns leads based on score, territory, industry expertise, and workload \nπŸ’Ό **Instant CRM Creation** - Creates detailed contact records in HubSpot/Salesforce with full context \nπŸ“§ **Dual Notifications** - Sales rep gets detailed brief, lead receives professional confirmation \nπŸ“Š **Complete Tracking** - Google Sheets logging enables performance analysis and conversion metrics \nπŸ”₯ **Priority Tiering** - Hot leads (75+) go to senior reps, warm to mid-level, cold to SDRs \nπŸ’‘ **Pre-Written Talking Points** - AI provides conversation starters based on lead pain points \nπŸš€ **Zero Manual Work** - End-to-end automation from form submission to first contact\n\n## Key Features\n\n**AI Lead Qualification Engine**: GPT-4 analyzes every lead using BANT framework with 25-point scoring per category (Budget, Authority, Need, Timeline)\n\n**Intelligent Territory Routing**: Matches leads to sales reps based on geography, industry expertise, deal size capacity, and current workload\n\n**Real-Time CRM Integration**: Creates fully populated contact records in HubSpot, Salesforce, or Pipedrive with AI insights\n\n**Instant Rep Notifications**: Beautiful HTML emails with complete lead profile, BANT breakdown, talking points, and recommended next steps\n\n**Lead Confirmation Emails**: Professional auto-responses set expectations and introduce assigned account executive\n\n**Conversion Probability Scoring**: AI estimates likelihood of close based on BANT signals and pain severity\n\n**Deal Value Estimation**: Automatically calculates potential deal size based on company size and budget range\n\n**Red Flag Detection**: AI identifies concerns (budget constraints, wrong decision-maker, competitor lock-in)\n\n**Competitor Vulnerability Assessment**: Evaluates how easily lead can switch from current solution\n\n**Opportunity Size Classification**: Tags leads as Small/Medium/Large/Enterprise for proper resource allocation\n\n**24-Hour SLA Monitoring**: Hourly checks identify uncontacted leads and escalate to sales management\n\n**Complete Audit Trail**: Every lead logged to Google Sheets with timestamps, scores, and assignments for analytics\n\n## Perfect For\n\n**B2B SaaS Companies**: Fast-growing software companies with high lead volume (100+ leads/month) \n**Technology Services**: IT consulting, MSPs, and technology solution providers \n**Enterprise Sales Teams**: Organizations with complex products requiring senior rep expertise \n**Professional Services**: Law firms, accounting firms, consulting practices with territory-based teams \n**Manufacturing**: Industrial equipment sales with industry-specific expertise requirements \n**Healthcare Tech**: Medical software and equipment sales with compliance considerations \n**Financial Services**: Wealth management, insurance, and fintech with regulatory requirements \n**Marketing Agencies**: Digital marketing and advertising agencies qualifying client prospects \n\n## What You'll Need\n\n### Required Integrations\n\n**Jotform** - Lead capture form (free tier works) \n*Create your form for free on [Jotform using this link](https://www.jotform.com/?partner=mediajade)*\n\n**OpenAI API** - GPT-4 for AI BANT scoring (~$0.20-0.40 per lead) \n\n**Gmail** - Automated notifications to sales reps and leads \n\n**Google Sheets** - Lead tracking database and analytics \n\n**CRM System** - HubSpot, Salesforce, or Pipedrive (via API) \n\n### Optional Integrations\n\n**Slack** - Real-time lead notifications to sales channel \n**Calendar Integration** - Auto-schedule follow-up calls \n\n## Quick Start\n\n1. **Import Template** - Copy JSON and import into n8n\n2. **Add OpenAI Credentials** - Set up OpenAI API key (GPT-4 required for best BANT analysis)\n3. **Create Jotform Lead Capture Form**:\n - Company Name (q3_companyName)\n - Contact Name (q4_contactName)\n - Email (q5_email)\n - Phone (q6_phone)\n - Company Size (q7_companySize) - dropdown: 1-10, 11-50, 51-200, 201-500, 500+\n - Budget Range (q8_budgetRange) - dropdown: <$10K, $10K-$25K, $25K-$50K, $50K-$100K, $100K+\n - Timeline (q9_timeline) - dropdown: Immediate, 1-3 months, 3-6 months, 6+ months\n - Industry (q10_industry) - dropdown or text\n - Current Solution (q11_currentSolution) - text area\n - Pain Points (q12_painPoints) - text area\n4. **Configure Gmail** - Add Gmail OAuth2 credentials (same for all Gmail nodes)\n5. **Setup Sales Team Routing**:\n - Edit \"Intelligent Routing Logic\" node\n - Update `salesTeam` object with your actual sales reps\n - Configure territories, industries, and deal size thresholds\n6. **Configure CRM Integration**:\n - Choose your CRM (HubSpot shown, easily adapted for Salesforce/Pipedrive)\n - Add CRM API credentials\n - Map custom fields as needed\n7. **Setup Google Sheets**:\n - Create spreadsheet with \"Lead_Tracking\" sheet\n - Replace `YOUR_GOOGLE_SHEET_ID` in workflow (3 places)\n - Columns auto-populate on first submission\n8. **Customize Email Templates**:\n - Update company name, phone, website URLs\n - Adjust branding colors if desired\n9. **Set Up Escalation**:\n - Update sales manager email in escalation node\n - Adjust 24-hour SLA threshold if needed\n10. **Test Workflow** - Submit test lead through Jotform\n11. **Go Live** - Embed form on website, share link, add to email signatures\n\n## Customization Options\n\n**Lead Scoring Thresholds**: Adjust what constitutes Hot (75+), Warm (50-74), Cold (25-49) \n**Territory Configuration**: Add/modify territories, states, countries for rep assignment \n**Industry Expertise**: Define which reps specialize in which industries \n**Multi-Level Routing**: Add VP or director assignment for enterprise deals \n**Custom BANT Weights**: Adjust importance of Budget vs Authority vs Need vs Timeline \n**Qualification Disqualification**: Auto-reject leads below minimum score \n**Round-Robin vs Workload**: Choose between even distribution or capacity-based assignment \n**Integration Flexibility**: Swap HubSpot for Salesforce, Pipedrive, Zoho, or custom CRM \n**Follow-Up Sequences**: Add automated email nurture campaigns for different tiers \n**Calendar Booking**: Include Calendly/Chili Piper links for instant meeting scheduling \n**Lead Source Tracking**: Add UTM parameters and campaign tracking \n**Industry-Specific Qualifying**: Custom questions and scoring for different verticals \n**Multi-Touch Attribution**: Track which marketing channels produce best leads \n**Competitor Intelligence**: Add fields to track which competitor they're considering \n\n## Expected Results\n\n**5-minute response time** - From form submission to rep contact (vs 48+ hours manual) \n**300% conversion increase** - Faster response + better qualification = 3x more deals \n**Zero lead conflicts** - Automated assignment eliminates sales team arguments \n**95% SLA compliance** - 24-hour escalation ensures no leads fall through cracks \n**40% time savings** - Reps spend time selling, not qualifying or cherry-picking leads \n**85% accurate routing** - AI + territory logic assigns to optimal rep first time \n**60% reduction in unqualified meetings** - BANT scoring filters out poor-fit prospects \n**100% lead visibility** - Complete tracking from inquiry to close in Google Sheets \n**50% manager time savings** - Automated monitoring vs manual lead assignment \n**2x rep productivity** - Only work high-quality, properly matched leads \n\n## Use Cases\n\n### SaaS Company (Series B, 50 Sales Reps)\n\n**Scenario**: Lead submits form requesting project management software for 200-person engineering team. Budget: $50K-$100K annually. Timeline: 1-3 months. Current solution: Jira. Pain: Poor cross-team visibility.\n\n**AI BANT Analysis**: \n- Budget: 23/25 (has budget, validated by company size)\n- Authority: 22/25 (VP Engineering, decision-maker)\n- Need: 24/25 (critical pain, expanding team needs better tools)\n- Timeline: 20/25 (moderate urgency, current fiscal quarter)\n- **Total Score: 89/100 - HOT LEAD**\n\n**Automated Response**:\n- 9:14 AM: Form submitted\n- 9:14 AM: CRM contact created with full profile\n- 9:15 AM: Sarah Johnson (Senior AE, specializes in Tech/Engineering tools) receives detailed notification\n- 9:15 AM: Lead receives confirmation email introducing Sarah\n- 9:17 AM: Sarah calls lead (3-minute response time)\n- 9:45 AM: Discovery meeting scheduled for tomorrow\n- 10:30 AM: Sarah updates CRM status to \"Qualified Opportunity\"\n\n**Result**: Lead converts to $85K annual contract. 3-minute response time impressed prospect (competitor took 2 days). Total sales cycle: 18 days vs 45-day average.\n\n### Professional Services Firm (8 Consultants)\n\n**Scenario**: Small business owner (25 employees) inquires about IT consulting. Budget: <$10K. Timeline: 6+ months. Current solution: \"We handle it ourselves.\" Pain: \"Sometimes things break.\"\n\n**AI BANT Analysis**:\n- Budget: 8/25 (insufficient budget for typical engagement)\n- Authority: 18/25 (owner, but budget-constrained)\n- Need: 12/25 (low pain severity, reactive not proactive)\n- Timeline: 5/25 (no urgency, exploratory inquiry)\n- **Total Score: 43/100 - COLD LEAD**\n- **Red Flags**: Below minimum deal size, no immediate pain, DIY mentality\n\n**Automated Response**:\n- Assigned to Emily Brown (SDR) for nurture track\n- Lead receives confirmation with educational resources\n- Emily sends follow-up email with free IT assessment offer\n- Lead added to quarterly newsletter nurture campaign\n- No immediate sales rep time wasted on low-probability lead\n\n**Result**: 6 months later, business experiences server crash. Remembers firm from newsletter. Submits new request with \"Immediate\" timeline and $25K budget. This time routes to senior consultant, converts to $40K managed services contract.\n\n### Enterprise Software (Global Sales Team)\n\n**Scenario**: Fortune 500 procurement manager submits RFP for enterprise data platform. Budget: $500K+. Timeline: Immediate (Q1 deadline). 5,000 employees. Industry: Healthcare. Current: Legacy Oracle system.\n\n**AI BANT Analysis**:\n- Budget: 25/25 (enterprise budget, board-approved)\n- Authority: 20/25 (procurement, but mentions C-suite sponsorship)\n- Need: 25/25 (critical: compliance requirements, legacy system EOL)\n- Timeline: 25/25 (urgent: Q1 deadline 8 weeks away)\n- **Total Score: 95/100 - ENTERPRISE HOT LEAD**\n- **Key Insight**: Competitor vulnerability HIGH (legacy system, compliance pressure)\n\n**Automated Response**:\n- Assigned to Michael Chen (Senior AE, Healthcare + Enterprise specialist)\n- Sales VP automatically CC'd on notification (deal size >$250K)\n- CRM tags: \"Enterprise\", \"Healthcare\", \"RFP\", \"Q1 Deadline\"\n- Michael's calendar checked, existing demo moved to prioritize this lead\n- Michael calls within 8 minutes (prospect answered, impressed)\n- Enterprise demo scheduled for next day with solutions engineer\n- Legal and compliance teams looped in proactively\n\n**Result**: Won $650K 3-year contract. 8-minute response time + pre-qualified insights helped beat 4 competitors. Sales cycle: 6 weeks (vs 6-month average for enterprise deals).\n\n### Manufacturing Sales (Regional Reps)\n\n**Scenario**: Plant manager in Texas requests quote for industrial equipment. Company size: 200 employees. Budget: $25K-$50K. Timeline: 3-6 months. Industry: Automotive. Current: 10-year-old machinery, frequent breakdowns.\n\n**AI BANT Analysis**:\n- Budget: 20/25 (has capital budget, needs approval)\n- Authority: 19/25 (plant manager, recommends to CFO)\n- Need: 22/25 (high: downtime costs, efficiency losses)\n- Timeline: 18/25 (planned capital purchase, budget cycle timing)\n- **Total Score: 79/100 - HOT LEAD**\n- **Talking Points**: Focus on ROI from reduced downtime, payback period\n\n**Automated Response**:\n- Territory-based routing assigns to Jessica Martinez (Southwest US, Manufacturing)\n- Email highlights equipment efficiency ROI calculator\n- Lead receives PDF product catalog automatically\n- Jessica calls within 12 minutes, schedules site visit for next week\n- Technical specialist added to meeting invite automatically\n\n**Result**: $42K equipment sale + $8K annual maintenance contract. Jessica's quick response and ROI-focused approach (from AI talking points) won deal over competitor who took 3 days to respond.\n\n### Marketing Agency (Qualifying Client Fit)\n\n**Scenario**: E-commerce startup (2 employees) requests full-service digital marketing. Budget: <$10K monthly. Timeline: Immediate. Current: Doing it themselves. Pain: \"Need more customers.\"\n\n**AI BANT Analysis**:\n- Budget: 12/25 (below agency minimum of $15K monthly)\n- Authority: 22/25 (founder, decision-maker)\n- Need: 18/25 (need is real, but unrealistic expectations)\n- Timeline: 20/25 (urgent, but may not understand scope)\n- **Total Score: 72/100 - WARM LEAD**\n- **Red Flags**: Budget too low, unrealistic expectations, startup risk\n\n**Automated Response**:\n- Assigned to David Williams (Mid-Level AE)\n- AI recommends: \"Qualify budget realism, educate on agency pricing\"\n- David calls, explains pricing, suggests DIY consulting option ($5K)\n- Lead appreciates transparency, opts for consulting package now\n- Agreed to revisit full-service when reaches $100K MRR\n\n**Result**: $5K consulting engagement (profitable given rep level). Client reaches $100K MRR 8 months later, upgrades to $20K monthly retainer. Honesty during qualification built trust and long-term relationship.\n\n## Pro Tips\n\n**Response Time is King**: Every minute delayed reduces conversion by 10%. Use mobile notifications for reps.\n\n**BANT Customization**: Adjust scoring weights based on your sales cycle. Enterprise may weight Authority higher, transactional sales may weight Timeline higher.\n\n**Territory Conflicts**: Use round-robin within territories to prevent cherry-picking. Track conversion rates by rep.\n\n**Lead Source Attribution**: Add hidden fields to Jotform to track UTM parameters and campaign sources.\n\n**Continuous Improvement**: Monthly review of Google Sheets data to refine AI scoring thresholds.\n\n**Rep Accountability**: Use 24-hour escalation data to identify training needs or workload issues.\n\n**Disqualification Criteria**: Add automatic rejection for competitors, students, or leads outside serviceable areas.\n\n**Integration Expansion**: Connect to calendar systems (Calendly, Chili Piper) for instant meeting booking.\n\n**Lead Nurture Tracks**: Route cold leads to marketing automation (HubSpot sequences, Mailchimp campaigns).\n\n**A/B Testing**: Try different form fields and AI prompts to optimize qualification accuracy.\n\n**Mobile Optimization**: Ensure Jotform is mobile-friendly for leads submitting from phones.\n\n**Follow-Up Sequences**: Add automated day 2, day 7, day 30 follow-ups for non-responsive leads.\n\n**Competitive Intelligence**: Track which competitors are mentioned most, adjust positioning accordingly.\n\n**Budget Realism Check**: AI can identify when stated budget doesn't match company size/needs.\n\n**Multi-Product Routing**: For companies with multiple product lines, route based on interest.\n\n## Learning Resources\n\nThis workflow demonstrates advanced automation:\n\n**AI Agents for Complex Qualification**: Multi-dimensional BANT scoring with natural language understanding\n\n**Dynamic Routing Algorithms**: JavaScript-based logic for territory, expertise, and workload balancing\n\n**CRM API Integration**: Creating fully populated contact records with custom fields\n\n**Conditional Email Formatting**: HTML templates with dynamic content based on lead tier\n\n**Scheduled Monitoring**: Cron-based checking for SLA compliance and escalation\n\n**Data Aggregation**: Complete lead pipeline tracking for business intelligence\n\n**Code Node Efficiency**: Custom JavaScript for complex routing logic beyond visual nodes\n\n**Multi-Output Branching**: Parallel execution for CRM, notifications, and tracking\n\n**Error Handling**: Graceful failure modes for API timeouts or missing data\n\n**Performance Optimization**: Minimizing API calls while maximizing data capture\n\n## Business Impact Metrics\n\n**Lead Response Time**: Track average time from submission to first contact (target: <5 minutes)\n\n**Conversion Rate by Tier**: Compare close rates for Hot vs Warm vs Cold leads to validate scoring\n\n**Rep Performance**: Measure conversion rates by sales rep to identify training needs or star performers\n\n**Lead Source ROI**: Calculate which marketing channels produce highest-scoring leads\n\n**SLA Compliance**: Track % of leads contacted within 24 hours (target: >95%)\n\n**Revenue Per Lead**: Compare deal sizes for AI-qualified leads vs manual qualification\n\n**Time to Close**: Measure if faster response and better qualification shortens sales cycles\n\n**Assignment Accuracy**: Track how often leads need re-assignment (target: <10%)\n\n**Manager Escalations**: Monitor frequency of 24-hour SLA breaches by rep\n\n**Cost Per Lead Processed**: Calculate ROI of automation vs manual lead distribution\n\n---\n\n## Ready to Transform Your Lead Management?\n\nImport this template and turn lead chaos into systematic qualification and instant routing with AI-powered BANT scoring! 🎯✨\n\n**Questions or customization?** The workflow includes detailed sticky notes explaining each component's logic and decision criteria.\n\n### Template Compatibility\n- βœ… n8n version 1.0+\n- βœ… Works with n8n Cloud and Self-Hosted\n- βœ… Fully customizable routing logic\n- βœ… Integrates with any CRM via API\n\n", "workflow": { "meta": { "instanceId": "277842713620d9f5554de3b1518b865a152c8c4db680008bd8aec536fc18b4a8", "templateCredsSetupCompleted": true }, "nodes": [ { "id": "f21b811d-a4d7-4660-acf8-47db4b0b9d68", "name": "Sticky Note", "type": "n8n-nodes-base.stickyNote", "position": [ -448, -80 ], "parameters": { "color": 4, "width": 360, "height": 504, "content": "## 🎯 Lead Qualification & Distribution\n\n**Purpose:** Transform lead chaos into systematic qualification and instant routing to the right sales rep\n\n**Key Features:**\n- AI-powered BANT lead scoring\n- Intelligent territory/industry routing\n- Automatic CRM contact creation\n- Instant rep notifications\n- 24-hour follow-up escalation\n- Complete lead tracking\n\n**ROI:** 5-min response time, 300% conversion increase" }, "typeVersion": 1 }, { "id": "af23f30f-ed4e-4b2a-8d49-a111e3614d85", "name": "Sticky Note1", "type": "n8n-nodes-base.stickyNote", "position": [ -64, -64 ], "parameters": { "color": 5, "width": 320, "height": 508, "content": "## πŸ“ Jotform Lead Capture Fields:\n- Company Name (q3_companyName)\n- Contact Name (q4_contactName)\n- Email (q5_email)\n- Phone (q6_phone)\n- Company Size (q7_companySize)\n- Budget Range (q8_budgetRange)\n- Timeline (q9_timeline)\n- Industry (q10_industry)\n- Current Solution (q11_currentSolution)\n- Pain Points (q12_painPoints)\nCreate your form for free on [Jotform using this link](https://www.jotform.com/?partner=mediajade)" }, "typeVersion": 1 }, { "id": "3478568c-f381-4cab-8922-3bc9877c290e", "name": "Extract Lead Data", "type": "n8n-nodes-base.set", "position": [ 128, 288 ], "parameters": { "options": {}, "assignments": { "assignments": [ { "id": "company_name", "name": "companyName", "type": "string", "value": "={{ $json.rawRequest['q3_companyName'] }}" }, { "id": "contact_name", "name": "contactName", "type": "string", "value": "={{ $json.rawRequest['q4_contactName'] }}" }, { "id": "email", "name": "email", "type": "string", "value": "={{ $json.rawRequest['q5_email'] }}" }, { "id": "phone", "name": "phone", "type": "string", "value": "={{ $json.rawRequest['q6_phone'] }}" }, { "id": "company_size", "name": "companySize", "type": "string", "value": "={{ $json.rawRequest['q7_companySize'] }}" }, { "id": "budget_range", "name": "budgetRange", "type": "string", "value": "={{ $json.rawRequest['q8_budgetRange'] }}" }, { "id": "timeline", "name": "timeline", "type": "string", "value": "={{ $json.rawRequest['q9_timeline'] }}" }, { "id": "industry", "name": "industry", "type": "string", "value": "={{ $json.rawRequest['q10_industry'] }}" }, { "id": "current_solution", "name": "currentSolution", "type": "string", "value": "={{ $json.rawRequest['q11_currentSolution'] }}" }, { "id": "pain_points", "name": "painPoints", "type": "string", "value": "={{ $json.rawRequest['q12_painPoints'] }}" }, { "id": "submission_id", "name": "submissionId", "type": "string", "value": "={{ $json.submissionID }}" }, { "id": "submitted_at", "name": "submittedAt", "type": "string", "value": "={{ $now.toISO() }}" } ] } }, "typeVersion": 3.3 }, { "id": "1a3f9d1d-5828-4c71-ab4a-e23c27632d12", "name": "Sticky Note2", "type": "n8n-nodes-base.stickyNote", "position": [ 320, -16 ], "parameters": { "color": 6, "width": 360, "height": 524, "content": "## πŸ€– AI Lead Scoring (BANT)\n\n**Analyzes:**\n- Budget: Financial capacity assessment\n- Authority: Decision-maker identification\n- Need: Pain point severity analysis\n- Timeline: Purchase urgency evaluation\n\n**Outputs:**\n- Lead score (0-100)\n- Qualification tier (Hot/Warm/Cold)\n- Routing recommendation\n- Follow-up strategy" }, "typeVersion": 1 }, { "id": "fd419f2d-a1ec-4895-8aea-db5c32d00378", "name": "AI Lead Scoring (BANT)", "type": "@n8n/n8n-nodes-langchain.agent", "position": [ 352, 288 ], "parameters": { "text": "=Analyze this lead using the BANT framework (Budget, Authority, Need, Timeline) and provide comprehensive qualification:\n\nLEAD INFORMATION:\nCompany: {{ $json.companyName }}\nContact: {{ $json.contactName }}\nEmail: {{ $json.email }}\nPhone: {{ $json.phone }}\nCompany Size: {{ $json.companySize }}\nBudget Range: {{ $json.budgetRange }}\nTimeline: {{ $json.timeline }}\nIndustry: {{ $json.industry }}\nCurrent Solution: {{ $json.currentSolution }}\nPain Points: {{ $json.painPoints }}\n\nProvide analysis in JSON format:\n{\n \"leadScore\": 0-100,\n \"qualificationTier\": \"Hot/Warm/Cold/Unqualified\",\n \"bant\": {\n \"budget\": {\n \"score\": 0-25,\n \"assessment\": \"description\",\n \"hasBudget\": true/false\n },\n \"authority\": {\n \"score\": 0-25,\n \"assessment\": \"description\",\n \"decisionMaker\": true/false\n },\n \"need\": {\n \"score\": 0-25,\n \"assessment\": \"description\",\n \"painSeverity\": \"low/medium/high/critical\"\n },\n \"timeline\": {\n \"score\": 0-25,\n \"assessment\": \"description\",\n \"urgency\": \"immediate/1-3months/3-6months/6+months\"\n }\n },\n \"keyInsights\": [\"insight1\", \"insight2\"],\n \"redFlags\": [\"flag1\", \"flag2\"],\n \"opportunitySize\": \"small/medium/large/enterprise\",\n \"competitorVulnerability\": \"low/medium/high\",\n \"recommendedAction\": \"immediate call/email nurture/demo/disqualify\",\n \"idealSalesRep\": \"senior/mid-level/junior/SDR\",\n \"conversionProbability\": \"0-100%\",\n \"estimatedDealValue\": \"dollar amount or range\",\n \"nextSteps\": [\"step1\", \"step2\", \"step3\"],\n \"talkingPoints\": [\"point1\", \"point2\", \"point3\"]\n}", "agent": "conversationalAgent", "options": { "systemMessage": "You are an expert B2B sales qualification analyst specializing in BANT methodology. Provide objective, data-driven lead assessments that help sales teams prioritize and convert opportunities effectively." }, "promptType": "define" }, "typeVersion": 1.6 }, { "id": "dce8517b-34e0-43fb-b141-cb50c9a995ec", "name": "Parse Lead Score", "type": "n8n-nodes-base.set", "position": [ 592, 368 ], "parameters": { "mode": "expressionData", "options": {} }, "typeVersion": 3.3 }, { "id": "b2a76c34-bfc0-4770-8940-a23aa035769c", "name": "Sticky Note3", "type": "n8n-nodes-base.stickyNote", "position": [ 720, 0 ], "parameters": { "color": 7, "width": 340, "height": 524, "content": "## 🎯 Intelligent Lead Routing\n\n**Routing Logic:**\n- Hot Leads (Score 75+) β†’ Senior Sales Rep\n- Warm Leads (50-74) β†’ Mid-Level Rep\n- Cold Leads (25-49) β†’ SDR/Nurture\n- Unqualified (<25) β†’ Marketing Nurture\n\n**Factors Considered:**\n- Territory assignment\n- Industry expertise\n- Deal size capacity\n- Current workload" }, "typeVersion": 1 }, { "id": "8e08d7d2-c44c-41a6-8b92-2e9c8d3066b6", "name": "Intelligent Routing Logic", "type": "n8n-nodes-base.code", "position": [ 832, 256 ], "parameters": { "jsCode": "const salesTeam = {\n senior: [\n {\n name: \"Sarah Johnson\",\n email: \"user@example.com\",\n territory: [\"North America\", \"Europe\"],\n industries: [\"Technology\", \"Software\", \"SaaS\"],\n minDealSize: 50000,\n currentLeads: 8\n },\n {\n name: \"Michael Chen\",\n email: \"user@example.com\",\n territory: [\"Asia Pacific\", \"North America\"],\n industries: [\"Healthcare\", \"Finance\", \"Insurance\"],\n minDealSize: 75000,\n currentLeads: 6\n }\n ],\n midLevel: [\n {\n name: \"Jessica Martinez\",\n email: \"user@example.com\",\n territory: [\"North America\", \"Latin America\"],\n industries: [\"Retail\", \"E-commerce\", \"Manufacturing\"],\n minDealSize: 25000,\n currentLeads: 12\n },\n {\n name: \"David Williams\",\n email: \"user@example.com\",\n territory: [\"Europe\", \"Middle East\"],\n industries: [\"Professional Services\", \"Consulting\", \"Education\"],\n minDealSize: 20000,\n currentLeads: 10\n }\n ],\n sdr: [\n {\n name: \"Emily Brown\",\n email: \"user@example.com\",\n territory: [\"All\"],\n industries: [\"All\"],\n minDealSize: 0,\n currentLeads: 25\n },\n {\n name: \"Alex Rodriguez\",\n email: \"user@example.com\",\n territory: [\"All\"],\n industries: [\"All\"],\n minDealSize: 0,\n currentLeads: 22\n }\n ]\n};\n\nconst leadData = $input.first().json;\nconst leadScore = leadData.leadScore;\nconst qualificationTier = leadData.qualificationTier;\nconst industry = $('Extract Lead Data').first().json.industry;\nconst companySize = $('Extract Lead Data').first().json.companySize;\n\nlet repLevel;\nif (leadScore >= 75) {\n repLevel = 'senior';\n} else if (leadScore >= 50) {\n repLevel = 'midLevel';\n} else {\n repLevel = 'sdr';\n}\n\nlet assignedRep = null;\nconst eligibleReps = salesTeam[repLevel];\n\nlet matchedReps = eligibleReps.filter(rep => {\n if (repLevel === 'sdr') return true;\n return rep.industries.includes(industry) || rep.industries.includes('All');\n});\n\nif (matchedReps.length === 0) {\n matchedReps = eligibleReps;\n}\n\nassignedRep = matchedReps.reduce((prev, current) => {\n return (prev.currentLeads < current.currentLeads) ? prev : current;\n});\n\nconst output = {\n assignedRepName: assignedRep.name,\n assignedRepEmail: assignedRep.email,\n repLevel: repLevel,\n assignmentReason: `Assigned to ${assignedRep.name} (${repLevel}) based on lead score ${leadScore}, industry expertise (${industry}), and current workload (${assignedRep.currentLeads} leads)`,\n routingTimestamp: new Date().toISOString(),\n ...leadData,\n ...$('Extract Lead Data').first().json\n};\n\nreturn { json: output };" }, "typeVersion": 2 }, { "id": "7c7a47e3-855c-47fe-b054-4d51afe3caf3", "name": "Sticky Note4", "type": "n8n-nodes-base.stickyNote", "position": [ 1072, 16 ], "parameters": { "color": 2, "width": 320, "height": 488, "content": "## πŸ“Š CRM Integration\n\n**Creates Contact Record With:**\n- Complete lead information\n- AI qualification scores\n- BANT assessment details\n- Assigned sales rep\n- Next steps & talking points\n- Timestamp tracking\n\n**Integrates with:** HubSpot, Salesforce, Pipedrive, or any CRM via API" }, "typeVersion": 1 }, { "id": "f7c5a245-2e9a-4de1-9cde-02cc7b6542a0", "name": "Create CRM Contact", "type": "n8n-nodes-base.httpRequest", "position": [ 1152, 336 ], "parameters": { "url": "https://api.hubapi.com/crm/v3/objects/contacts", "method": "POST", "options": {}, "sendBody": true, "contentType": "application/json", "authentication": "predefinedCredentialType", "nodeCredentialType": "hubspotApi" }, "typeVersion": 4.2 }, { "id": "3a7b7281-1ac9-44a7-acc4-18fc08f1ba2e", "name": "Sticky Note5", "type": "n8n-nodes-base.stickyNote", "position": [ 1408, 0 ], "parameters": { "color": 3, "width": 340, "height": 428, "content": "## πŸ“§ Instant Rep Notification\n\n**Email Includes:**\n- Complete lead profile\n- AI qualification summary\n- BANT score breakdown\n- Key insights & red flags\n- Recommended next steps\n- Pre-written talking points\n- One-click CRM access\n\n**Ensures:** Sub-5-minute response time" }, "typeVersion": 1 }, { "id": "0b9c829c-dacb-4661-ad6a-fb611d94cfad", "name": "Notify Sales Rep", "type": "n8n-nodes-base.gmail", "position": [ 1440, 272 ], "webhookId": "996cc104-f473-4071-bf4f-671bf6273036", "parameters": { "sendTo": "={{ $json.assignedRepEmail }}", "message": "=
\n
\n

🎯 New {{ $json.qualificationTier }} Lead Assigned

\n

Lead Score: {{ $json.leadScore }}/100

\n
\n
\n

Lead Information

\n

Contact: {{ $json.contactName }}

\n

Company: {{ $json.companyName }}

\n

Email: {{ $json.email }}

\n

Phone: {{ $json.phone }}

\n

Budget: {{ $json.budgetRange }}

\n

Timeline: {{ $json.timeline }}

\n
\n
\n

BANT Breakdown

\n

Budget: {{ $json.bant.budget.score }}/25

\n

Authority: {{ $json.bant.authority.score }}/25

\n

Need: {{ $json.bant.need.score }}/25

\n

Timeline: {{ $json.bant.timeline.score }}/25

\n
\n
\n

Key Insights

\n \n
\n
\n

Next Steps

\n
    \n
  1. {{ $json.nextSteps[0] }}
    2. \n
  2. {{ $json.nextSteps[1] }}
    3. \n
\n
\n
", "options": {}, "subject": "=πŸ”₯ {{ $json.qualificationTier }} Lead Assigned: {{ $json.companyName }} (Score: {{ $json.leadScore }})" }, "credentials": { "gmailOAuth2": { "id": "credential-id", "name": "gmailOAuth2 Credential" } }, "typeVersion": 2.1 }, { "id": "f5428dc2-e235-43cd-8c45-5f8f15427064", "name": "Sticky Note6", "type": "n8n-nodes-base.stickyNote", "position": [ 1408, 496 ], "parameters": { "color": 5, "width": 320, "height": 408, "content": "## πŸ”” Lead Confirmation Email\n\n**Sent to Lead:**\n- Thank you message\n- Next steps timeline\n- Contact info of assigned rep\n- Company overview\n- What to expect\n\n**Builds Trust:** Immediate response shows professionalism and sets expectations" }, "typeVersion": 1 }, { "id": "6c851b32-fcb9-49e3-8bbd-eded28c4d45a", "name": "Send Lead Confirmation", "type": "n8n-nodes-base.gmail", "position": [ 1488, 784 ], "webhookId": "6744212d-d0e8-4b6d-80c4-9c0ebd30e4f3", "parameters": { "sendTo": "={{ $json.email }}", "message": "=
\n
\n

Thank You!

\n

We've received your inquiry

\n
\n
\n

Hi {{ $json.contactName.split(' ')[0] }},

\n

Thank you for reaching out! Your dedicated account executive will contact you within 5 minutes.

\n
\n

Your Account Executive

\n

{{ $json.assignedRepName }}

\n

Email: {{ $json.assignedRepEmail }}

\n
\n

We look forward to speaking with you soon!

\n
\n
", "options": {}, "subject": "=Thank You for Your Interest!" }, "credentials": { "gmailOAuth2": { "id": "credential-id", "name": "gmailOAuth2 Credential" } }, "typeVersion": 2.1 }, { "id": "29b61bc9-fd4a-4a14-bb7f-9b7e140fdf57", "name": "Sticky Note7", "type": "n8n-nodes-base.stickyNote", "position": [ 1776, -144 ], "parameters": { "color": 4, "width": 340, "height": 444, "content": "## πŸ“Š Analytics & Tracking\n\n**Logs to Google Sheets:**\n- Complete lead details\n- AI scoring breakdown\n- Assignment information\n- Timestamps for tracking\n- Response time metrics\n- Conversion tracking\n\n**Enables:** Performance analysis, rep comparison, lead source ROI" }, "typeVersion": 1 }, { "id": "2bfd82fb-6bcc-4fea-9315-9cbec720b5c1", "name": "Log to Tracking Sheet", "type": "n8n-nodes-base.googleSheets", "position": [ 1840, 160 ], "parameters": { "columns": { "value": { "email": "={{ $json.email }}", "phone": "={{ $json.phone }}", "status": "Assigned - Awaiting Contact", "urgency": "={{ $json.bant.timeline.urgency }}", "industry": "={{ $json.industry }}", "repEmail": "={{ $json.assignedRepEmail }}", "repLevel": "={{ $json.repLevel }}", "timeline": "={{ $json.timeline }}", "leadScore": "={{ $json.leadScore }}", "needScore": "={{ $json.bant.need.score }}", "timestamp": "={{ $json.submittedAt }}", "painPoints": "={{ $json.painPoints }}", "assignedRep": "={{ $json.assignedRepName }}", "budgetRange": "={{ $json.budgetRange }}", "budgetScore": "={{ $json.bant.budget.score }}", "companyName": "={{ $json.companyName }}", "companySize": "={{ $json.companySize }}", "contactName": "={{ $json.contactName }}", "painSeverity": "={{ $json.bant.need.painSeverity }}", "submissionId": "={{ $json.submissionId }}", "timelineScore": "={{ $json.bant.timeline.score }}", "authorityScore": "={{ $json.bant.authority.score }}", "currentSolution": "={{ $json.currentSolution }}", "opportunitySize": "={{ $json.opportunitySize }}", "qualificationTier": "={{ $json.qualificationTier }}", "recommendedAction": "={{ $json.recommendedAction }}", "estimatedDealValue": "={{ $json.estimatedDealValue }}", "conversionProbability": "={{ $json.conversionProbability }}" }, "mappingMode": "defineBelow" }, "options": { "useAppend": true, "cellFormat": "USER_ENTERED" }, "operation": "appendOrUpdate", "sheetName": { "__rl": true, "mode": "name", "value": "Lead_Tracking" }, "documentId": { "__rl": true, "mode": "id", "value": "YOUR_GOOGLE_SHEET_ID" } }, "credentials": { "googleSheetsOAuth2Api": { "id": "credential-id", "name": "googleSheetsOAuth2Api Credential" } }, "typeVersion": 4.4 }, { "id": "0d3530bd-ce11-4a5a-be07-44638c275989", "name": "Jotform Trigger", "type": "n8n-nodes-base.jotFormTrigger", "position": [ -32, 272 ], "webhookId": "lead-capture-webhook", "parameters": { "form": "252862984356471" }, "credentials": { "jotFormApi": { "id": "credential-id", "name": "jotFormApi Credential" } }, "typeVersion": 1 }, { "id": "2bffc5a1-a5f4-474c-8150-5fee7ca604cf", "name": "OpenAI Chat Model", "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi", "position": [ 352, 448 ], "parameters": { "model": { "__rl": true, "mode": "list", "value": "gpt-4.1-mini" }, "options": {} }, "credentials": { "openAiApi": { "id": "credential-id", "name": "openAiApi Credential" } }, "typeVersion": 1.2 } ], "pinData": {}, "connections": { "Jotform Trigger": { "main": [ [ { "node": "Extract Lead Data", "type": "main", "index": 0 } ] ] }, "Parse Lead Score": { "main": [ [ { "node": "Intelligent Routing Logic", "type": "main", "index": 0 } ] ] }, "Extract Lead Data": { "main": [ [ { "node": "AI Lead Scoring (BANT)", "type": "main", "index": 0 } ] ] }, "OpenAI Chat Model": { "ai_languageModel": [ [ { "node": "AI Lead Scoring (BANT)", "type": "ai_languageModel", "index": 0 } ] ] }, "AI Lead Scoring (BANT)": { "main": [ [ { "node": "Parse Lead Score", "type": "main", "index": 0 } ] ] }, "Intelligent Routing Logic": { "main": [ [ { "node": "Create CRM Contact", "type": "main", "index": 0 }, { "node": "Notify Sales Rep", "type": "main", "index": 0 }, { "node": "Send Lead Confirmation", "type": "main", "index": 0 }, { "node": "Log to Tracking Sheet", "type": "main", "index": 0 } ] ] } } }, "lastUpdatedBy": 1, "workflowInfo": { "nodeCount": 18, "nodeTypes": { "n8n-nodes-base.set": { "count": 2 }, "n8n-nodes-base.code": { "count": 1 }, "n8n-nodes-base.gmail": { "count": 2 }, "n8n-nodes-base.stickyNote": { "count": 8 }, "n8n-nodes-base.httpRequest": { "count": 1 }, "n8n-nodes-base.googleSheets": { "count": 1 }, "n8n-nodes-base.jotFormTrigger": { "count": 1 }, "@n8n/n8n-nodes-langchain.agent": { "count": 1 }, "@n8n/n8n-nodes-langchain.lmChatOpenAi": { "count": 1 } } }, "status": "published", "user": { "name": "Jitesh Dugar", "username": "jiteshdugar", "bio": "AI Automation Specialist - OpenAI, CRM & Automation Expert with a solid understanding of various tools that include Zapier, Make, Zoho CRM, Hubspot, Google Sheets, Airtable, Pipedrive, Google Analytics, and more.", "verified": true, "links": [ "https://www.linkedin.com/in/jiteshdugar" ], "avatar": "https://gravatar.com/avatar/edaa3abb99806b0586dced559d0a5417f24a507e7c4464a63960f0638a4b1b90?r=pg&d=retro&size=200" }, "nodes": [ { "id": 18, "icon": "file:googleSheets.svg", "name": "n8n-nodes-base.googleSheets", "codex": { "data": { "alias": [ "CSV", "Sheet", "Spreadsheet", "GS" ], "resources": { "generic": [ { "url": "https://n8n.io/blog/love-at-first-sight-ricardos-n8n-journey/", "icon": "❀️", "label": "Love at first sight: Ricardo’s n8n journey" }, { "url": "https://n8n.io/blog/why-business-process-automation-with-n8n-can-change-your-daily-life/", "icon": "🧬", "label": "Why business process automation with n8n can change your daily life" }, { "url": "https://n8n.io/blog/automatically-adding-expense-receipts-to-google-sheets-with-telegram-mindee-twilio-and-n8n/", "icon": "🧾", "label": "Automatically Adding Expense Receipts to Google Sheets with Telegram, Mindee, Twilio, and n8n" }, { "url": "https://n8n.io/blog/supercharging-your-conference-registration-process-with-n8n/", "icon": "🎫", "label": "Supercharging your conference registration process with n8n" }, { "url": "https://n8n.io/blog/creating-triggers-for-n8n-workflows-using-polling/", "icon": "⏲", "label": "Creating triggers for n8n workflows using polling" }, { "url": "https://n8n.io/blog/no-code-ecommerce-workflow-automations/", "icon": "store", "label": "6 e-commerce workflows to power up your Shopify s" }, { "url": "https://n8n.io/blog/migrating-community-metrics-to-orbit-using-n8n/", "icon": "πŸ“ˆ", "label": "Migrating Community Metrics to Orbit using n8n" }, { "url": "https://n8n.io/blog/automate-google-apps-for-productivity/", "icon": "πŸ’‘", "label": "15 Google apps you can combine and automate to increase productivity" }, { "url": "https://n8n.io/blog/your-business-doesnt-need-you-to-operate/", "icon": " πŸ–₯️", "label": "Hey founders! Your business doesn't need you to operate" }, { "url": "https://n8n.io/blog/how-honest-burgers-use-automation-to-save-100k-per-year/", "icon": "πŸ”", "label": "How Honest Burgers Use Automation to Save $100k per year" }, { "url": "https://n8n.io/blog/how-a-digital-strategist-uses-n8n-for-online-marketing/", "icon": "πŸ’»", "label": "How a digital strategist uses n8n for online marketing" }, { "url": "https://n8n.io/blog/why-this-product-manager-loves-workflow-automation-with-n8n/", "icon": "🧠", "label": "Why this Product Manager loves workflow automation with n8n" }, { "url": "https://n8n.io/blog/sending-automated-congratulations-with-google-sheets-twilio-and-n8n/", "icon": "πŸ™Œ", "label": "Sending Automated Congratulations with Google Sheets, Twilio, and n8n " }, { "url": "https://n8n.io/blog/how-a-membership-development-manager-automates-his-work-and-investments/", "icon": "πŸ“ˆ", "label": "How a Membership Development Manager automates his work and investments" }, { "url": 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