Lead qualification and scoring with Jotform, Gemini AI, and Slack

Automate your lead qualification process by connecting Jotform to Gemini AI. This workflow instantly analyzes new form submissions, assigns a priority score, filters out spam, and routes legitimate leads for immediate action. Stop manually sorting through submissions and let your sales team focus on what matters: closing deals with hot leads.

This template captures a lead from a "Talk to an Expert" form, uses AI to determine its quality, sends a real-time notification to your sales team on Slack, and automatically sends a tiered, personalized email response to the lead based on their qualification score.

Features

Automated Spam Filtering: Uses Gemini AI to analyze incoming leads and automatically discard spam. AI-Powered Lead Scoring: Assigns a priority score (1-10) to every legitimate lead based on the content of their inquiry. Instant Team Notifications: Sends a detailed alert for every qualified lead to a designated Slack channel. Tiered Email Responses: Automatically sends a different, personalized email to hot, warm, and cold leads. Seamless Jotform Integration: Triggers the moment a new form is submitted.

Nodes Used

🟣 Jotform Trigger: Starts the workflow when a new form submission is received. 🧠 AI Agent / Google AI: Connects to Gemini to analyze the form data. ❓ IF: Filters out submissions flagged as spam. 📣 Slack: Sends a real-time notification to your team. 🔀 Switch: Routes the lead down different paths based on its AI-generated score. ✉️ Gmail: Sends a personalized follow-up email to the lead.

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How to use this template