Qualify and route inbound leads with OpenAI, Trello, Slack and Gmail

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Last update 9 hours ago

Description

This n8n workflow automates a speed-to-lead system, capturing form submissions and quickly routing qualified leads to tools like Trello and Gmail for fast follow-up.

Good to Know

Speed-to-lead focuses on minimizing time from lead capture to sales engagement, boosting conversion rates.

How it works

Triggers on form submission, feeding data into an AI Agent powered by an OpenAI Chat Model with chat memory.
The AI processes leads via a structured output parser, then a switch (rules mode) decides actions like editing fields or sending messages.
Outputs route to Trello (task creation), Gmail (notifications/emails), and possibly other apps for lead nurturing.

How to use

Import the workflow into your n8n instance and connect credentials for OpenAI, Trello, Gmail, and your form tool (e.g., Google Forms).
Test by submitting a form; monitor the AI agent for lead qualification and verify outputs in Trello/Gmail.
Activate the workflow to run live, ensuring webhooks or triggers are set for production forms

Requirements

n8n account (self-hosted or cloud); API keys for OpenAI, Trello, Gmail OAuth2.
Form tool integration (e.g., Google Forms webhook).
For verified creator status: Submit 2-3 approved public workflows via n8n Creator Portal, including this one, to gain the badge and directory listing.