Form Lead Scoring with AI → Google Sheets + Slack
When a new lead fills out your Typeform or any other form, this workflow classifies the message with AI, stores it in the right Google Sheet tab, and can send your team a Slack alert.
Benefits
- Get new leads in real time from any form
- Classify each lead with AI (hot / neutral / cold)
- Save leads to the correct Google Sheets tab automatically
- Send Slack alerts for hot leads so you act fast
- Keep your pipeline clean and easy to scan
How It Works
- Webhook receives a new form submission
- Parse name, email, phone, message, and timestamp
- AI analyzes the message and returns hot / neutral / cold
- Route to the matching Google Sheets tab (Hot, Neutral, Cold)
- (Optional) Post a Slack message with key details
Who Is This For
- Agencies running paid ads and lead forms
- Sales teams that need quick triage
- Coaches, creators, and SaaS teams with waitlists
Setup
- Connect your form tool (Typeform or other) to a webhook
- Add Google Gemini (or your AI model) credentials
- Connect Google Sheets (Spreadsheet ID + Tab names)
- (Optional) Connect Slack and select a channel
- Test with a few submissions to check routing
ROI & Monetization
- Respond faster to hot leads → higher close rates
- Save 2–4 hours/week on manual sorting
- Offer as “AI lead scoring” for clients ($500–$2k/month)
Strategy Insights
In the full walkthrough, I show how to:
- Write a short, reliable prompt for clear labels
- Map form fields cleanly into Sheets
- Format Slack alerts for quick reading
- Expand with auto-replies or CRM sync later
Check Out My Channel
For more AI automation systems that get real results, check out my YouTube channel where I share the exact strategies I use to build automation workflows, win clients, and scale to $20k+ monthly revenue.