Lead Capture Automation Workflow
Capture leads from any form or source, enrich them with AI, score them based on fit, and route them to the right rep or sequence — all without touching your CRM manually.
✓ Verified — structure, prompt resource and implementation logic reviewed by Kairox. Credentials and environment-specific settings still require your configuration.
Stack
Input
- →Form submission (name, email, company, role, message)
Output
- ←AI lead score (1–10) with reasoning
- ←CRM entry with enriched data and AI notes
- ←Slack alert for high-score leads
- ←Nurture sequence enrollment for low-score leads
Prerequisites
- 1.n8n or Make account
- 2.OpenAI API key
- 3.CRM account — HubSpot or Pipedrive
- 4.Slack workspace for lead notifications
- 5.Lead capture form (Typeform, HubSpot, or website form)
Implementation
- 1
Connect your lead capture form (Typeform, HubSpot, website) to your automation
- 2
When a new submission arrives, trigger the workflow
Full implementation flow available to Operators
Operator workflows include deployable implementation systems, advanced prompt architectures, and operational setup assets.
Outcomes
- ✓Respond to high-intent leads within minutes
- ✓Stop wasting time on unqualified prospects
- ✓Consistent lead scoring across the team
- ✓Full audit trail in your CRM automatically
Built for
- 1.B2B SaaS companies with inbound leads
- 2.Agencies handling new business inquiries
- 3.Sales teams overwhelmed with volume
- 4.Founders doing early customer discovery
Included prompt
A reusable AI prompt ships with this workflow. Open it to read, copy and adapt.
Deploy
Download the starter template, import into your automation platform, then connect credentials and test.
Files
Operational notes
Operational notes — Operator
Implementation insights, edge cases, and production tips from the Kairox team.