Automated Lead Qualification Workflow

The challenge

Leads were coming in through a form here, an email there, and an ad campaign somewhere else — with no shared process for qualifying or following up. That meant inconsistent response times and leads that quietly went cold before anyone got to them.

The approach

How the project moved from problem to working system.

1. 01

   Map the intake channels

   Identify every place a lead could come in — site forms, ads, email, referrals — and how each one currently gets handled.

2. 02

   Centralize the data

   Route every source into a single workflow using n8n and webhooks, instead of separate manual processes.

3. 03

   Score automatically

   Apply consistent qualification rules so leads are ranked by fit and intent as soon as they arrive.

4. 04

   Route and notify

   Push qualified leads into the CRM through its API and alert the right person immediately.

5. 05

   Automate follow-up

   Trigger a structured follow-up sequence for any lead that doesn't get an immediate response.

Tech stack

• n8n
• Webhooks
• CRM API

The result

Every lead now lands in one place, gets scored the same way regardless of where it came from, and moves through a consistent follow-up sequence instead of falling through channel-to-channel gaps.