🎣 Qualify and route inbound leads with OpenAI, Trello, Slack and Gmail
⚡ 114 views · 🎣 Lead Generation & Enrichment
Description
Description
This n8n workflow automates a speed-to-lead system, capturing form submissions and quickly routing qualified leads to tools like Trello and Gmail for fast follow-up.
Good to Know
Speed-to-lead focuses on minimizing time from lead capture to sales engagement, boosting conversion rates.
How it works
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Triggers on form submission, feeding data into an AI Agent powered by an OpenAI Chat Model with chat memory.
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The AI processes leads via a structured output parser, then a switch (rules mode) decides actions like editing fields or sending messages.
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Outputs route to Trello (task creation), Gmail (notifications/emails), and possibly other apps for lead nurturing.
How to use
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Import the workflow into your n8n instance and connect credentials for OpenAI, Trello, Gmail, and your form tool (e.g., Google Forms).
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Test by submitting a form; monitor the AI agent for lead qualification and verify outputs in Trello/Gmail.
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Activate the workflow to run live, ensuring webhooks or triggers are set for production forms
Requirements
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n8n account (self-hosted or cloud); API keys for OpenAI, Trello, Gmail OAuth2.
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Form tool integration (e.g., Google Forms webhook).
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For verified creator status: Submit 2-3 approved public workflows via n8n Creator Portal, including this one, to gain the badge and directory listing.
🔗 Nodes Used
Slack, Gmail, AI Agent, OpenAI Chat Model, Structured Output Parser, n8n Form Trigger
📥 Import
Download workflow.json and import into n8n:
Workflow menu → Import from File