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Score and route leads with Google Gemini, Sheets, Slack and Gmail

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Created by: Oka Hironobu || okp29

Oka Hironobu

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Last update 5 hours ago

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💰 AI Revenue Intelligence: 360° Customer Journey with Sales Analytics

Transform your sales pipeline with this comprehensive AI-powered platform that automates lead capture, scoring, revenue prediction, and sales team coordination. Perfect for B2B teams processing 50+ leads weekly.

🎯 What This Workflow Does

This advanced automation platform revolutionizes sales operations by combining AI intelligence with seamless tool integration:

  • Smart Lead Capture: Web form captures prospect details with automatic data normalization
  • Data Enrichment: External API integration enriches lead profiles with company intelligence
  • AI-Powered Scoring: Google Gemini AI analyzes purchase intent and scores leads (0-100)
  • Predictive Revenue Analytics: Forecasts deal size, sales cycle, and lifetime customer value
  • Intelligent Routing: Automatically routes hot leads (score 70+) for immediate follow-up
  • Multi-Channel Notifications: Slack alerts for hot leads + Gmail reports for tracking

💡 Key Benefits

⚡ Sales Acceleration

  • 70% faster lead qualification process
  • 3x improvement in lead-to-opportunity conversion
  • Automated lead routing eliminates manual triage

💰 Revenue Optimization

  • 45% increase in pipeline accuracy
  • 60% improvement in revenue forecasting precision
  • AI-identified upsell opportunities across customer base

📊 Data-Driven Decisions

  • Real-time lead scoring with AI confidence levels
  • Buyer persona identification for personalized outreach
  • Competitive positioning analysis per prospect

🛠️ Technical Integration

Connected Tools (8+ Integrations)

  • Web Form Trigger: Customizable lead capture form
  • Google Gemini AI (x2): Lead analysis + Revenue prediction
  • HTTP Request: External data enrichment API
  • Google Sheets: Revenue dashboard & lead database
  • Slack: Real-time hot lead alerts for sales team
  • Gmail: Automated lead report delivery
  • Code Nodes: Advanced data processing & scoring logic
  • Conditional Router: Intelligent lead quality routing

Advanced Features

  • Dual AI analysis pipeline (Lead Scoring + Revenue Prediction)
  • Budget tier classification (SMB / Mid-Market / Enterprise)
  • Lead grading system (A/B/C/D) with deal probability
  • 4-quarter revenue forecasting per lead
  • Churn risk and upsell potential assessment
  • Company slug generation for CRM integration

📊 Perfect For

  • B2B SaaS Companies: Lead qualification at scale
  • Sales Teams (5-50 reps): Automated lead distribution
  • Marketing Agencies: Client lead management
  • Consulting Firms: Prospect prioritization
  • Startups: Building data-driven sales processes

🎯 Setup & Customization

  • Quick Setup: 30-minute configuration
  • Custom Scoring: Adjust thresholds for your business
  • Scalable: Handles 1,000+ leads monthly
  • API Flexible: Swap enrichment provider as needed

📈 ROI Calculator

For a sales team processing 200 leads/month:

  • Time saved: 80 hours monthly ($4,800+ value)
  • Conversion improvement: 25% more qualified opportunities
  • Revenue accuracy: 45% better pipeline forecasting
  • Total ROI: 6,500%+ within 12 months

🚀 Get Started Today

This workflow comes with:

  • ✅ Complete setup documentation
  • ✅ Lead scoring threshold guide
  • ✅ Google Sheets dashboard template
  • ✅ API enrichment configuration guide
  • ✅ Customization templates for any industry

Transform your sales pipeline from guesswork to AI-powered precision with Revenue Intelligence.