AI Lead Qualification & CRM Routing Case Study.

Overview

When a lead form is submitted, the workflow enriches company context from the web, uses AI to score fit, generates a sales brief, and routes leads to either hot CRM follow-up or nurture sequence.

The Challenge

• Standardize lead quality assessment across mixed inbound sources.
• Eliminate repetitive research time before first contact.
• Route high/low intent leads reliably without manual triage.
• Notify sales teams instantly with useful context.

My Solution

• Used webhook trigger and web enrichment before GPT-powered scoring and briefing.
• Implemented IF-based routing by score threshold into CRM vs nurture paths.
• Logged pipeline data in Google Sheets for reporting.
• Sent real-time Slack alerts with lead context for rapid handoff.