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Project 001 Sales Automation

Automated Lead Intelligence
& CRM Engine

Response time
< 30s
from several hours
Qualification accuracy
100%
without humans
Sales focus
Hot only
higher conversion
01 The Challenge

Hours lost in inbox triage

High-intent leads were sitting in an inbox for hours, while the sales team wasted time manually sorting through low-quality inquiries. There was no instant speed-to-lead and no consistent CRM logging.

02 The Solution

A 4-layer autonomous workflow

We built a system that qualifies, scores, and routes leads in real time, eliminating manual intervention entirely.

Layer 01

Capture

Tally.so webhooks

Instant data intake via Tally.so webhooks. No manual entry required.

Layer 02

AI Intelligence

Claude API

The system analyzes inquiry intent, budget, and urgency. It generates a 1-10 lead score and a personalized draft reply based on the prospect's specific needs.

Layer 03

Orchestration

n8n

The brain of the operation. It interprets the AI score and determines the exact business action required.

Layer 04

Intelligent Routing

HubSpot / Slack / Airtable

Hot leads trigger HubSpot deals and urgent Slack alerts. Warm leads enter nurture sequences. Cold leads get logged in Airtable.

03 Routing Logic

Score-based business actions

Hot leads
8-10
  • Immediate HubSpot deal
  • Urgent Slack alert
  • Personalized email sent
Warm leads
5-7
  • HubSpot contact created
  • Standard Slack notification
  • Automated nurture sequence
Cold leads
1-4
  • Airtable archive entry
  • Automated generic reply
  • Marked for monthly review
04 The Result

Measurable, day-one impact

  • Response Time
    Reduced from several hours to under 30 seconds
  • Efficiency
    100% of leads qualified and logged without human intervention
  • Accuracy
    Sales team focuses only on high-intent hot leads, increasing conversion rates

Want a system like this for your sales pipeline?

Start with the AI Readiness Form. We'll map a similar engine to your specific stack and traffic profile.

Start with the readiness form