From conversations to follow-ups.

The core workspace of Rectraa — where extracted leads, conversation context, intent, and contact information come together in one place.

But collecting leads is only the first step.

Rectraa also helps you take the next one — send personalized email follow-ups directly from the extracted data.

Upload a conversation. Extract the lead. Understand the intent. Follow up. Keep the conversation moving.

The design challenge was to make a data-heavy workspace feel simple enough to actually work from, not just look at.

Turn conversations into leads. Then turn leads into conversations.

Building Rectraa, one screen at a time.

Check it out: rectraa.com

Good job

AI Lead Qualification System: Automated Scoring & CRM Ingestion

🎯 Built an intelligent lead qualification and CRM ingestion engine that automatically scores inbound leads using AI, eliminating manual data entry and ensuring high-value prospects reach sales teams instantly.

🛑 The Challenge Sales teams waste hours sorting through low-quality form submissions and manually copying data into their CRM. Without instant data enrichment and lead scoring, high-intent prospects wait too long for a response — directly hurting conversion rates and lowering pipeline efficiency.

⚙️ The Solution I engineered an automated lead-triage middleware pipeline using Make to completely bridge the gap between prospect intent and sales execution.

The moment a prospect submits a Google Form, the system captures the webhook payload and writes the record to a Google Sheets database. The system then invokes OpenAI via API to parse, evaluate, and score the lead against specific ideal customer criteria. High-intent leads are dynamically fast-tracked directly into HubSpot CRM as structured contacts with AI-generated qualification notes.

Key Technical Infrastructure Built:

Instant Form Webhook Processing: Captures incoming lead payloads with zero lag or data drops

Algorithmic AI Lead Scoring: Configured semantic context prompts inside OpenAI to evaluate lead potential and output an objective numerical priority tier

HubSpot CRM API Sync: Built custom mapping architecture to safely create contacts, assign deal stages, and map fields without duplicates

Two-Way Database Lifecycle Logging: Updates the core Google Sheet in real-time with automated timestamps, processing states, and AI-generated qualification summaries

📈 Business Impact & Results

100% Manual Data Elimination: Completely removes manual contact creation and copying friction for sales reps

Instant Priority Mapping: Sales pipelines sorted by AI, allowing teams to call high-intent leads within seconds

Flawless Data Continuity: Centralizes clean operational data across internal spreadsheets and CRM pipelines automatically

🛠️ Tech Stack Used

Automation Hub: Make

Inbound Capture: Google Forms

AI Logic Engine: OpenAI API

CRM Platform: HubSpot

Operational Database: Google Sheets

Your Make/OpenAI/HubSpot pipeline is exactly where pre-handoff qualification QA can protect a client deployment. I run a 24-hour reliability audit against up to 25 anonymized records, checking grounded decisions, conflicting evidence, missing-data handling, and machine-readable...