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How it works
This Lead Capture & Auto-Qualification workflow transforms raw leads into qualified prospects through intelligent automation. Here's the high-level flow:
Lead Intake → Data Validation → Enrichment → Scoring → Smart Routing → CRM Integration & Notifications
The system captures leads from any source, validates the data, enriches it with company intelligence, scores based on qualification criteria, and automatically routes high-value prospects to sales while nurturing lower-priority leads.
Setup steps
Time to set up: Approximately 30-45 minutes
Prerequisites: Active accounts with HubSpot, Clearbit, Apollo, and Slack
Step 1: Import Workflow (2 minutes)
Copy the workflow JSON and import into your n8n instance
The workflow will appear with all nodes and sticky note documentation
Step 2: Configure Environment Variables (5 minutes)
Set these in your n8n environment:
APOLLO_API_URL
SLACK_SALES_CHANNEL_ID
SLACK_MARKETING_CHANNEL_ID
CRM_ASSIGNMENT_URL
Step 3: Set Up API Credentials (15 minutes)
Create credential connections for:
Clearbit API (enrichment)
Apollo API (HTTP Header Auth)
HubSpot API (CRM integration)
Slack API (notifications)
Step 4: Customize Scoring Logic (10 minutes)
Review the qualification criteria in the Code node
Adjust scoring weights based on your ideal customer profile
Modify industry targeting and company size thresholds
Step 5: Test & Activate (8 minutes)
Send test webhook requests to validate the flow
Verify CRM contact creation and Slack notifications
Activate the workflow for live lead processing
