Quick Overview
This workflow receives new lead form submissions via webhook, uses Groq (OpenAI-compatible Chat Completions) to score and draft a reply, then sends the email via Gmail, logs the lead to Google Sheets as a lightweight CRM, and posts a lead alert to Slack.
How it works
- Receives a POST request from your lead/contact form via a webhook.
- Extracts and normalizes common form fields (name, email, message, service interest, phone, company) and stops if no email is provided.
- Sends the lead details to Groq’s Chat Completions API to generate a lead score/tier, intent summary, urgency, a drafted reply email, and a Slack note.
- Parses the Groq JSON response and flags leads as “hot” when the score is 8 or higher.
- Sends the drafted reply to the lead using Gmail.
- Appends the lead details and AI outputs to a Google Sheets “Leads-CRM” sheet and posts a formatted alert to a Slack channel.
- Returns a JSON confirmation response to the original webhook request.
Setup
- Configure your form provider to POST submissions to the workflow’s webhook URL (path:
/new-lead).
- Add an HTTP Header Auth credential containing your Groq API key for the Groq Chat Completions request.
- Connect Gmail OAuth2 credentials and set the desired Reply-To address (default is
[email protected]).
- Connect Google Sheets OAuth2 credentials and update the target spreadsheet and sheet to match your CRM columns.
- Connect Slack credentials and choose the destination channel (default:
#leads).