Back to services
Lead & sales workflow

AI Lead Qualification & Sales Agent

This workflow turns raw inbound leads into booked opportunities. It enriches data, asks qualifying questions, answers approved product and property questions, scores intent, and routes each lead to the right owner with a clear next step.

Build this workflowView pricing

Expected outputs

Lead score
Buyer intent summary
Recommended next step
CRM owner assignment

n8n flow

The automation path this workflow follows.

Each workflow is designed as an n8n-ready blueprint with placeholders for credentials, tool endpoints, and approval rules.

  1. 1

    Collect lead data

    Capture contact details, message, source, and any campaign context.

  2. 2

    Enrich and answer

    Attach account context and answer product/property questions from approved data.

  3. 3

    Score intent

    Evaluate fit, urgency, budget signals, pain, and decision timeline.

  4. 4

    Route and move to booking

    Assign the owner, log a summary, and push qualified leads toward a booked call.

Inputs

  • Lead form
  • Chat transcript
  • Product or listing catalog
  • Campaign source

Connected tools

  • Website forms
  • CRM
  • Enrichment API
  • Sales inbox

Human handoff

  • High-value lead
  • Pricing negotiation
  • Missing required fields
  • Custom scope request

Metrics

  • Qualified rate
  • Speed to lead
  • Booked demo rate
  • Lead source quality

Ready to adapt this workflow?

We can map your tools, rules, approvals, and handoff points before importing the n8n blueprint.

Book a demo