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Qualify webhook leads with GPT-4o-mini and create Asana tasks automatically

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Created by: Rahul Joshi || rahul08

Rahul Joshi

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Last update a day ago

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📊 Description

Automate your inbound lead qualification pipeline by enriching raw lead data, scoring it with AI, and instantly creating follow-up tasks for your sales team. 🎯🤖 This workflow receives new leads via webhook, enriches them using RocketReach to fetch verified emails and contact details, applies confidence-based filtering, and uses GPT-4o-mini to score each lead based on seniority, company fit, and data quality. High-quality leads automatically generate Asana tasks and Slack notifications, while low-quality leads are safely filtered out — ensuring your team focuses only on the best opportunities. 🚀📋

🔁 What This Template Does

1️⃣ Receives inbound lead data via webhook (name, company, job title, LinkedIn URL). 🌐
2️⃣ Normalizes incoming data into a clean, structured format. 🧾
3️⃣ Enriches lead profiles using RocketReach to fetch emails and phone numbers. 📇
4️⃣ Calculates email confidence scores based on quality grades (A–D). 📊
5️⃣ Filters out low-confidence leads automatically. 🚫
6️⃣ Uses AI (GPT-4o-mini) to score qualified leads from 1–10. 🤖
7️⃣ Assigns priority levels (High / Medium / Low) with reasoning. 🧠
8️⃣ Creates an Asana task for leads scoring above the threshold. ✅
9️⃣ Sends Slack notifications for both qualified and disqualified leads. 💬
🔟 Returns a structured webhook response with scoring results. 🔁
1️⃣1️⃣ Sends Gmail alerts automatically if any workflow error occurs. 🚨

⭐ Key Benefits

✅ Eliminates manual lead enrichment and qualification
✅ Uses verified contact data from RocketReach
✅ AI scoring ensures consistent, unbiased lead evaluation
✅ Automatically routes high-quality leads to sales via Asana
✅ Keeps teams informed with real-time Slack notifications
✅ Prevents sales effort from being wasted on low-quality leads

🧩 Features

  • Webhook-based inbound lead intake
  • RocketReach profile enrichment
  • Email confidence scoring logic
  • AI lead scoring with strict JSON output
  • Configurable quality and score thresholds
  • Automatic Asana task creation
  • Slack alerts for qualified and disqualified leads
  • Gmail-based error handling
    Frontend-ready webhook responses

🔐 Requirements

  • RocketReach API key
  • OpenAI API key (GPT-4o-mini recommended)
  • Asana OAuth2 credentials
  • Slack API credentials
  • Gmail OAuth2 credentials (for error alerts)
  • Webhook client sending lead details (first_name, last_name, company, job_title, linkedin_url)

🎯 Target Audience

  • B2B sales teams handling inbound leads
  • Revenue operations (RevOps) teams
  • SaaS companies optimizing lead qualification
  • Lead generation agencies
  • Automation teams building AI-driven sales pipelines