Qualify & route leads across channels with GPT-4o, Slack & CRM integration

This n8n template demonstrates how to use AI to capture, qualify, and route inbound leads automatically from email or web forms.

It extracts key business information using AI, scores the lead based on your ideal customer profile, creates CRM records, notifies your team on Slack, and logs all activity—including failures—to Google Sheets.

Use cases include: automating sales inboxes, qualifying form leads for agencies or SaaS products, routing high-fit prospects to the right territory owner, and keeping your sales and ops teams aligned without manual data entry.

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Good to know

The OpenAI model is used for lead data extraction and will incur a small cost per run depending on volume. This workflow supports either Salesforce or HubSpot as the CRM system—select which one in the configuration node. You’ll need valid credentials for Gmail (or another email service), OpenAI, Slack, Google Sheets, and your chosen CRM before running.

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How it works