Automate Lead Qualification with AI and Instant Notifications

This workflow automates the process of capturing, qualifying, and responding to inbound leads using AI. It leverages Perplexity AI for company research, Claude for lead prioritization, and integrates with Gmail, Google Sheets, and Slack for seamless communication and record-keeping.

The workflow starts when a lead submits a form on your website, triggering a webhook. Perplexity AI gathers company details, which Claude analyzes to determine lead priority and filter spam. Legitimate leads receive a personalized email via Gmail, and all data is logged in Google Sheets. Notifications are sent to your team via Discord or Slack, ensuring prompt attention to qualified leads.
Platform
Activepieces
Category
CRM - Sales
Price
$2.99
Creator
Linnea Nowak

How to import this workflow into Activepieces

  1. 1Purchase or download the workflow to get the Activepieces flow JSON.
  2. 2In Activepieces, create a new flow and use "Import Flow" to load the JSON.
  3. 3Connect your own accounts for each piece that requires authentication.
  4. 4Test the flow, then publish it.

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