🎣 Route insurance quote leads with OpenAI, Airtable, Sheets, Teams, Slack and Twilio
⚡ 569 views · 🎣 Lead Generation & Enrichment
Description
Quick overview
This workflow receives insurance quote submissions via a webhook, normalizes and deduplicates them against Airtable and/or Google Sheets, uses OpenAI to score and classify the lead, then routes hot/warm leads to Microsoft Teams and/or Slack (plus Twilio SMS for hot leads) and logs the quote.
How it works
- Receives an insurance quote request through a webhook endpoint.
- Applies configurable settings (log destination, notification channels, thresholds) and normalizes the incoming form payload into a standard quote format.
- Checks Airtable and/or Google Sheets for recent matching email/phone/hash entries to detect duplicate submissions.
- If the quote is new and has contact details, sends the quote data to OpenAI to generate a lead score, priority, underwriting flags, missing info, and recommended next steps.
- Routes the quote as hot, warm, or cold based on the score/priority and prepares formatted alert messages for Microsoft Teams and Slack.
- Posts hot/warm alerts to Microsoft Teams and/or Slack, and sends a Twilio SMS to an agent for hot leads.
- Creates a quote log record in Airtable and/or appends a row to Google Sheets, then returns a JSON response with logging and notification status.
Setup
- Configure the webhook URL in your form tool or website so it POSTs submissions to this workflow’s production webhook endpoint.
- Update the configuration values in the settings code (Airtable base/table, Google Sheet ID/tab, Teams incoming webhook URL, Slack channel, Twilio phone numbers, score threshold, and duplicate window).
- Add credentials for the services you enable: OpenAI API, Airtable Personal Access Token, Google Sheets OAuth2, Slack OAuth2, and Twilio.
- Ensure your Airtable table and/or Google Sheets tab includes columns that match the fields this workflow writes (for example Email, Phone, Received At, Lead Score, Priority, and Status).
Requirements
- n8n Cloud or self-hosted n8n instance
- OpenAI API key configured in n8n
- Airtable Personal Access Token and/or Google Sheets OAuth2 (based on QUOTE_LOG)
- Microsoft Teams incoming webhook and/or Slack OAuth2 (based on NOTIFY_CHANNELS)
- Twilio account with an SMS-enabled phone number
- A quote form (Typeform, JotForm, Tally, or custom) that can POST to a webhook
Customization
- Set QUOTE_LOG to airtable, sheets, or both
- Set NOTIFY_CHANNELS to teams, slack, or both
- Edit field mapping aliases in Normalize Quote Data
- Change HOT_LEAD_SCORE_THRESHOLD and DUPLICATE_WINDOW_HOURS in Configure Quote Settings
- Tune the AI prompt in AI Quote Pre-Qualification
- Adjust routing rules in Analyze AI Quote Response
Additional info
This template targets insurance agencies that lose leads to slow follow-up. Buyers choose their stack without buying multiple templates: Teams and/or Slack for alerts, Airtable and/or Google Sheets for logging. Defaults match the Gumroad product listing (Teams + Airtable) so docs stay consistent across both portals.
🔗 Nodes Used
Airtable, Google Sheets, HTTP Request, Slack, Twilio, Webhook
📥 Import
Download workflow.json and import into n8n:
Workflow menu → Import from File