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//Workflow

Inbound lead capture and follow-up

Every inbound lead from web, phone and email lands in one CRM record, gets enriched, scored, and receives a first reply within two minutes.
15 Jul 2026First reply in under two minutes, every lead in the CRM
n8nCRMEmailVoice agentSlack

Trigger

A form submission, a call summary from the voice agent, or an inbound email matching the sales inbox.

Steps

  1. Normalise — map every source to one lead object.
  2. Enrich — company size, website, industry from public data.
  3. Score — rule-based plus a model pass on the message text.
  4. Reply — a first response in your voice, personalised from the enrichment.
  5. Route — high-score leads to a person in Slack with a one-line summary; others into a nurture sequence.
  6. Log — everything written to the CRM with source and score.

Fallbacks

If enrichment fails, the lead still gets a reply and a CRM record with a "needs enrichment" tag. If the CRM is down, leads queue and retry.

TODO(content): add the workflow diagram image.