BeyondPresence sales intelligence → real-time lead scoring

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Important notice

This workflow is provided as-is. Please review and test before using in production.

1. Workflow Overview

Monitor BeyondPresence video agent conversations in real time to automatically score leads (0 100+) based on buying signals and send instant Slack alerts when hot opportunities or competitors are m...

Best for

Lead Generation automation workflows
AI Summarization automation workflows
intermediate n8n builders looking for reusable templates

Tools used

n8n-nodes-base.stickynote, n8n-nodes-base.webhook, n8n-nodes-base.respondtowebhook, n8n-nodes-base.switch, n8n-nodes-base.code, n8n-nodes-base.slack

Source and attribution

This workflow is cataloged by N8N Workflows and links back to its original n8n.io source page by M Shehroz Sajjad.

Original n8n.io source

1.1 Workflow description

Title: BeyondPresence sales intelligence → real-time lead scoring
Workflow name: BeyondPresence sales intelligence → real-time lead scoring

Monitor BeyondPresence video agent conversations in real-time to automatically score leads (0-100+) based on buying signals and send instant Slack alerts when hot opportunities or competitors are mentioned. This template helps sales teams prioritize leads immediately, never miss competitor mentions, and respond to high-intent prospects while they're still engaged.

How it works

Real-time webhook processes each user message as it happens during calls
Scoring engine analyzes for buying signals (+points) and objections (-points)
Competitor detection instantly identifies when alternatives are mentioned
Smart routing sends alerts to different Slack channels based on urgency
Hot leads (70+ score) trigger immediate notifications with recommendations
Call summary (Optional) provides final qualification score when conversation ends

Set up steps

Connect Slack OAuth2 - Use n8n's built-in Slack integration (no webhooks needed!)
Create Slack channels - Set up #sales-hot-leads, #sales-competitors, #sales-qualified
Add webhook to BeyondPresence - Copy URL from n8n to BeyondPresence Settings → Webhooks
Customize competitors - Edit the scoring node to add your specific competitor names
Adjust scoring weights (optional) - Tune point values for your sales process

Setup time: 10-15 minutes Requirements: BeyondPresence account, Slack workspace admin access

1.2 Logical Blocks

This catalog entry is organized from the workflow JSON. The node-level section below shows the executable blocks available for review before importing the template.

2. Block-by-Block Analysis

Block 1 - Workflow Overview

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 2 - Scoring Rules

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 3 - Alert System

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 4 - BeyondPresence Real-Time Webhook

Type / Role: n8n-nodes-base.webhook - webhook
Config choices: Version 2

Block 5 - Acknowledge Receipt

Type / Role: n8n-nodes-base.respondToWebhook - respondToWebhook
Config choices: Version 1.2

Block 6 - Filter User Messages

Type / Role: n8n-nodes-base.switch - switch
Config choices: Version 3.2

Block 7 - Score Sales Opportunity

Type / Role: n8n-nodes-base.code - code
Config choices: Version 2

Block 8 - Route Alerts

Type / Role: n8n-nodes-base.switch - switch
Config choices: Version 3.2

Block 9 - Slack: Hot Lead Alert

Type / Role: n8n-nodes-base.slack - slack
Config choices: Version 2.2

Block 10 - Slack: Competitor Alert

Type / Role: n8n-nodes-base.slack - slack
Config choices: Version 2.2

Block 11 - Slack: Qualified Lead

Type / Role: n8n-nodes-base.slack - slack
Config choices: Version 2.2

Block 12 - Process Call Summary

Type / Role: n8n-nodes-base.code - code
Config choices: Version 2

Block 13 - Slack: Call Summary

Type / Role: n8n-nodes-base.slack - slack
Config choices: Version 2.2

Block 14 - Setup Instructions

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

3. Summary Table

Workflow	BeyondPresence sales intelligence → real-time lead scoring
Complexity	intermediate
Nodes	14
Categories	Lead Generation, AI Summarization
Author	M Shehroz Sajjad
Published	28 May 2025

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/4454/4454.json as the source template for this automation.
2. Import the template into n8n

Open n8n, import the downloaded JSON, and review each node before activating the workflow.
3. Configure credentials and variables

Replace placeholder credentials, API keys, webhook URLs, account IDs, and environment-specific values with your own settings.
4. Test with sample data

Run the workflow manually or in a staging workspace, inspect node output, and confirm downstream systems receive the expected data.
5. Activate and monitor

Enable the workflow only after testing, then monitor executions, errors, and rate limits during the first production runs.

5. General Notes & Resources

Review imported nodes carefully before activation. This catalog entry is intended to help you inspect the workflow structure, understand required services, and find related templates faster.

Node names, credentials, schedules, webhook paths, and external service limits may need adjustment for your workspace.

Download workflow JSON Original n8n.io source Lead Generation workflows AI Summarization workflows

Frequently asked questions

What does BeyondPresence sales intelligence → real-time lead scoring do?

What do I need before importing this workflow?

Review the workflow JSON, configure any required credentials in n8n, and test the automation in a safe workspace before using it in production.

Can I customize this workflow?

Yes. Use the block-by-block analysis and the downloadable JSON to inspect each node, then adjust credentials, prompts, schedules, filters, or destinations for your Lead Generation, AI Summarization use case.

M Shehroz Sajjad

3 workflows

Nodes

n8n-nodes-base.stickynote n8n-nodes-base.webhook n8n-nodes-base.respondtowebhook n8n-nodes-base.switch n8n-nodes-base.code n8n-nodes-base.slack

Complexity

intermediate

Published 28 May 2025

Likes 0

View on n8n.io Download Workflow

Install path: /data/workflows/4454/4454.json

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BeyondPresence sales intelligence → real-time lead scoring

Workflow preview

Important notice

1. Workflow Overview

Best for

Tools used

Source and attribution

1.1 Workflow description

How it works

Set up steps

1.2 Logical Blocks

2. Block-by-Block Analysis

Block 1 - Workflow Overview

Block 2 - Scoring Rules

Block 3 - Alert System

Block 4 - BeyondPresence Real-Time Webhook

Block 5 - Acknowledge Receipt

Block 6 - Filter User Messages

Block 7 - Score Sales Opportunity

Block 8 - Route Alerts

Block 9 - Slack: Hot Lead Alert

Block 10 - Slack: Competitor Alert

Block 11 - Slack: Qualified Lead

Block 12 - Process Call Summary

Block 13 - Slack: Call Summary

Block 14 - Setup Instructions

3. Summary Table

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

2. Import the template into n8n

3. Configure credentials and variables

4. Test with sample data

5. Activate and monitor

5. General Notes & Resources

Frequently asked questions