AI-driven lead classification & routing with HighLevel and Azure GPT-4o-mini

Description:

Streamline your lead management process with this AI-driven n8n automation template. The workflow fetches opportunities from HighLevel (GHL), enriches them with contact details, and uses Azure OpenAI GPT-4o-mini to analyze each lead’s intent (e.g., Demo Request, Support Query, or Partnership Inquiry). It then automatically routes the lead to the right internal team via email, ensuring instant follow-up and zero delays in response time. Perfect for sales, support, and partnership teams who want to save time on manual triage and ensure every inquiry reaches the correct department within seconds.

✅ What This Template Does (Step-by-Step)

⚡ Manual or Scheduled Trigger Run the workflow manually for on-demand classification or schedule it to execute periodically.

📥 Fetch Opportunities from HighLevel Retrieves all opportunities from your GHL CRM, serving as the starting dataset for AI-powered intent detection.

👤 Fetch Detailed Contact Information Enriches each opportunity with full contact details such as name, email, and message notes.

🧠 AI-Powered Lead Classification Uses Azure OpenAI GPT-4o-mini via the LangChain AI Agent to analyze the lead’s message and determine the intent. Possible outputs include:

• 🎯 Demo Request
• 🛠️ Support Query
• 🤝 Partnership Inquiry
• 🧾 Post-Processing of AI Response JavaScript logic parses and formats the AI’s output into actionable data for conditional routing.

🔀 Intelligent Routing to Relevant Teams

• Demo Requests → [email protected]
• Support Queries → [email protected]
• Partnership Inquiries → [email protected] Each email includes full contact info and original message context.

📧 Instant Team Notifications Sends neatly formatted emails from a centralized sender ([email protected]) to ensure smooth handoff and accountability.

🧠 Key Features

🤖 AI intent classification using Azure OpenAI GPT-4o-mini 🔀 Automated lead routing via email 📋 Structured data enrichment from HighLevel ⚙️ Smart conditional logic for 3 lead categories 📩 End-to-end automation from CRM intake to response

💼 Use Cases

📞 Automatically route demo requests to the sales team 🛠️ Send support-related queries directly to helpdesk 🤝 Forward partnership inquiries to business development 💡 Reduce response delays and manual triage errors

📦 Required Integrations

HighLevel (GHL) – for opportunity and contact data Azure OpenAI – for AI-driven lead classification SMTP / Gmail – for team routing email notifications

🎯 Why Use This Template?

✅ Automates manual lead sorting and tagging ✅ Ensures every inquiry reaches the right team ✅ Increases response speed and lead conversion ✅ Scalable AI logic adaptable to any organization