Qualify webhook leads with GPT-4o-mini and create Asana tasks automatically
๐ 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. ๐ฏ๐ค This workflow receives new leads via we...
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๐ 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. ๐ฏ๐ค 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 โ ensuring your team focuses only on the best opportunities. ๐๐ ๐ What This Template Does 1๏ธโฃ Receives inbound lead data via webhook (name, company, job title, LinkedIn URL). ๐ 2๏ธโฃ Normalizes incoming data into a clean, structured format. ๐งพ 3๏ธโฃ Enriches lead profiles using RocketReach to fetch emails and phone numbers. ๐ 4๏ธโฃ Calculates email confidence scores based on quality grades (AโD). ๐ 5๏ธโฃ Filters out low-confidence leads automatically. ๐ซ 6๏ธโฃ Uses AI (GPT-4o-mini) to score qualified leads from 1โ10. ๐ค 7๏ธโฃ Assigns priority levels (High / Medium / Low) with reasoning. ๐ง 8๏ธโฃ Creates an Asana task for leads scoring above the threshold. โ 9๏ธโฃ Sends Slack notifications for both qualified and disqualified leads. ๐ฌ ๐ Returns a structured webhook response with scoring results. ๐ 1๏ธโฃ1๏ธโฃ Sends Gmail alerts automatically if any workflow error occurs. ๐จ โญ Key Benefits โ Eliminates manual lead enrichment and qualification โ Uses verified contact data from RocketReach โ AI scoring ensures consistent, unbiased lead evaluation โ Automatically routes high-quality leads to sales via Asana โ Keeps teams informed with real-time Slack notifications โ Prevents sales effort from being wasted on low-quality leads ๐งฉ 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 ๐ 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 (firstname, lastname, company, jobtitle, linkedinurl) ๐ฏ 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