Automated Inbound Lead Triage &

Automated Inbound Lead Triage & Multi-CRM Sync Engine

A low-latency automation pipeline that ingests, scores, and routes qualified B2B leads to CRM and Slack in under 10 seconds.

Overview & Problem

High-ticket B2B agencies and consultancies often lose qualified leads due to response latency and operational friction. When applications arrive from paid campaigns or booking forms, manual data entry and delayed sales notifications cause warm prospects to go cold.

Solution Architecture

I engineered a resilient, automated lead triage engine powered by self-hosted n8n:

Webhook Ingestion: Captures form submissions instantaneously.

AI-Powered Lead Scoring: Validates corporate email addresses, filters out low-intent submissions, assigns an objective 1–10 priority score, and produces a 2-sentence executive summary.

Multi-Destination Sync: Clean data is logged immediately to the primary CRM (Google Sheets / Airtable / HubSpot).

Real-Time Sales Alerts: Pushes high-scoring leads directly into the team's Slack channel with full context so closers can engage within minutes.

Fault-Tolerant Routing: Isolates spam or unqualified submissions to prevent primary database clutter.

Results & Impact

• Sub-10-second end-to-end processing time. • Zero manual copy-pasting for account managers. • Immediate visibility for high-value prospects.