Ai-powered lead research & qualification using Relevance AI

Lead Qualification & Smart Outreach — Automated Scoring System

Automate your lead intake, scoring, and outreach pipeline. This workflow collects leads from forms, enriches and scores them using Relevance AI, routes them by quality, and triggers the right follow-up — all without manual busywork.

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🚀 What it Does - Collects leads from your forms in real-time. - Enriches each lead (individual + company) for better context. - Scores leads automatically using Relevance AI templates. - Routes leads into HOT / WARM / COLD tiers for prioritization. - Drafts or sends personalized outreach emails for each tier. - Logs all leads and outcomes into your CRM or Google Sheets. - Notifies your team (e.g., via Slack) when a hot lead arrives.

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🧩 Why Use It - Save time: stop manually sorting through raw leads. - Focus on the best opportunities: route only top leads to your sales team. - Personalized outreach: automated but tailored by lead quality. - Scalable & repeatable: works for startups, agencies, or larger teams. - Adaptable: swap CRMs, forms, or email providers easily.

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🔧 Prerequisites & Setup Before importing or running the workflow, set up these connections: