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VerifiedLead generation
🎯

AI lead qualification workflow for solopreneurs

Score new leads from your website form and route hot ones to your CRM and Slack instantly.

Difficulty
Beginner
Time saved
3 hours/week
Tools
4 apps
Best on
Make.com

This is a planning recipe. Check platform-specific steps before going live.

Who this workflow is for

Solopreneur — especially Coaching / consulting.

What this workflow automates

Score new leads from your website form and route hot ones to your CRM and Slack instantly.

Tools required

TypeformOpenAIHubSpotSlack

Supported platforms

Make.comn8nZapier

Visual workflow

⚡Trigger
New form submission
Typeform
🤖AI Step
Score the lead
OpenAI
🔀Decision
Is it hot?
Filter
✅Action
Add contact to CRM
HubSpot
🔔Action
Notify sales channel
Slack
🏁Output
Done

Step-by-step setup

  1. 1
    New form submission · Typeform

    Triggers when someone fills your lead form.

    • • Add the module
    • • Connect your account
    • • Map fields
  2. 2
    Score the lead · OpenAI

    Use AI to qualify the lead based on company, role, and budget.

    • • Open the AI step
    • • Paste the prompt below
    • • Map input fields
  3. 3
    Is it hot? · Filter

    Continue only if the score is Hot.

    • • Add the module
    • • Connect your account
    • • Map fields
  4. 4
    Add contact to CRM · HubSpot

    Create or update the contact with the AI score.

    • • Add the module
    • • Connect your account
    • • Map fields
  5. 5
    Notify sales channel · Slack

    Post the lead summary in #sales-hot.

    • • Add the module
    • • Connect your account
    • • Map fields
  6. 6
    Done

    Lead is qualified and routed.

    • • Add the module
    • • Connect your account
    • • Map fields

Want this adapted to your business?

Copy this recipe to your dashboard and tweak it with the AI assistant.

AI prompts

Score the lead
You are a lead qualification assistant. Given the form responses below, classify the lead as Hot, Warm, or Cold and explain why in 1 sentence.\n\nResponses: {{form_data}}\n\nReturn JSON: { "score": "Hot|Warm|Cold", "reason": "..." }

Human approval recommended

  • Have a human review the first 20 AI scores before fully trusting the workflow.

Testing checklist

  • Submit a fake high-value lead
  • Submit a fake low-value lead
  • Confirm Slack message includes reasoning
  • Verify CRM contact was created

Error handling

  • If the AI returns invalid JSON, retry once and log the raw output
  • If HubSpot is rate-limited, queue and retry

Common mistakes to avoid

  • Forgetting to map the form fields into the AI prompt
  • Not handling missing fields

Frequently asked questions

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