Qualify webhook leads with GPT-4o-mini and create Asana tasks automatically
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Important notice
This workflow is provided as-is. Please review and test before using in production.
Overview
π Description
Automate your inbound lead qualification pipeline by enriching raw lead data, scoring it with AI, and instantly creating follow-up tasks for your sales team. π―π€ This workflow receives new leads via webhook, enriches them using RocketReach to fetch verified emails and contact details, applies confidence-based filtering, and uses GPT-4o-mini to score each lead based on seniority, company fit, and data quality. High-quality leads automatically generate Asana tasks and Slack notifications, while low-quality leads are safely filtered out β ensuring your team focuses only on the best opportunities. ππ
π What This Template Does
1οΈβ£ Receives inbound lead data via webhook (name, company, job title, LinkedIn URL). π 2οΈβ£ Normalizes incoming data into a clean, structured format. π§Ύ 3οΈβ£ Enriches lead profiles using RocketReach to fetch emails and phone numbers. π 4οΈβ£ Calculates email confidence scores based on quality grades (AβD). π 5οΈβ£ Filters out low-confidence leads automatically. π« 6οΈβ£ Uses AI (GPT-4o-mini) to score qualified leads from 1β10. π€ 7οΈβ£ Assigns priority levels (High / Medium / Low) with reasoning. π§ 8οΈβ£ Creates an Asana task for leads scoring above the threshold. β 9οΈβ£ Sends Slack notifications for both qualified and disqualified leads. π¬ π Returns a structured webhook response with scoring results. π 1οΈβ£1οΈβ£ Sends Gmail alerts automatically if any workflow error occurs. π¨
β Key Benefits
β Eliminates manual lead enrichment and qualification β Uses verified contact data from RocketReach β AI scoring ensures consistent, unbiased lead evaluation β Automatically routes high-quality leads to sales via Asana β Keeps teams informed with real-time Slack notifications β Prevents sales effort from being wasted on low-quality leads
π§© Features
- Webhook-based inbound lead intake
- RocketReach profile enrichment
- Email confidence scoring logic
- AI lead scoring with strict JSON output
- Configurable quality and score thresholds
- Automatic Asana task creation
- Slack alerts for qualified and disqualified leads
- Gmail-based error handling Frontend-ready webhook responses
π Requirements
- RocketReach API key
- OpenAI API key (GPT-4o-mini recommended)
- Asana OAuth2 credentials
- Slack API credentials
- Gmail OAuth2 credentials (for error alerts)
- Webhook client sending lead details (first_name, last_name, company, job_title, linkedin_url)
π― Target Audience
- B2B sales teams handling inbound leads
- Revenue operations (RevOps) teams
- SaaS companies optimizing lead qualification
- Lead generation agencies
- Automation teams building AI-driven sales pipelines