Lead Qualification and Scoring with JotForm, Gemini AI, and Slack

Created by

Atta

Last update

Last update 2 days ago

Features

Automated Spam Filtering: Uses Gemini AI to analyze incoming leads and automatically discard spam.
AI-Powered Lead Scoring: Assigns a priority score (1-10) to every legitimate lead based on the content of their inquiry.
Instant Team Notifications: Sends a detailed alert for every qualified lead to a designated Slack channel.
Tiered Email Responses: Automatically sends a different, personalized email to hot, warm, and cold leads.
Seamless Jotform Integration: Triggers the moment a new form is submitted.

Nodes Used

🟣 Jotform Trigger: Starts the workflow when a new form submission is received.
🧠 AI Agent / Google AI: Connects to Gemini to analyze the form data.
❓ IF: Filters out submissions flagged as spam.
📣 Slack: Sends a real-time notification to your team.
🔀 Switch: Routes the lead down different paths based on its AI-generated score.
✉️ Gmail: Sends a personalized follow-up email to the lead.

How to use this template

This workflow is designed to be easy to set up. Follow these steps to get it running:

1. Set up your Jotform Trigger:

In the Jotform Trigger node, connect your Jotform account.
Select the specific form you want to use for lead capture from the dropdown list.
Ensure your form has the required fields as described in the "Required Jotform Fields" section below.

2. Configure the AI Agent / Google AI Node:

Connect your Google AI credentials to the node.
Ensure the prompt is set up to analyze the message from your form and return a JSON object with is_spam (a boolean) and lead_score (an integer) keys.

3. Set up the IF Node:

This node should check the is_spam value from the AI node. The workflow should only continue on the false path.

4. Configure the Slack Node:

Connect your Slack account credentials.
In the "Channel" field, select the channel where you want lead notifications to be sent (e.g., #sales-leads).

5. Configure the Switch Node:

This node should be set to route based on the lead_score from the AI node.
The template is pre-configured with three paths:
- Hot: Score is 8 or higher.
- Warm: Score is between 5 and 7.
- Cold: Score is 4 or lower (the "Default" path).

6. Configure the Gmail Nodes

Connect your Gmail account credentials to each of the three Gmail nodes. This step is critical for personalization, and you must adapt the content to fit your business. The provided text is a template; its effectiveness depends on your customization.

For each of the three email templates (Hot, Warm, and Cold), be sure to:

Update the Email Body: Rewrite the text to match your company's tone and brand voice.
Change Company/Team Information: Replace placeholder text like [Your Company Name] and update the signature from The Team to your specific team or company name (e.g., The Sales Team at Acme Corp).
Customize Your Links:
- In the 'Hot' lead email, replace the placeholder [Your Calendly/Booking Link] with your actual link from Calendly, HubSpot Meetings, or another scheduling tool.
- In the 'Warm' lead email, replace [Link to a resource or case study] with a real link to a relevant blog post, whitepaper, or case study on your website.

7. Activate your Workflow:

Once all nodes are configured, save and activate your workflow. Now, every new Jotform submission will be processed automatically!

How to Adapt the Template

This workflow is a powerful starting point. Here are a few ideas to customize it for your specific needs:

Integrate Your CRM: Add a node for your CRM (like HubSpot, Salesforce, or Pipedrive) after the IF node. You can create or update a contact and a deal, and then include the link to the CRM record directly in the Slack notification for easy access.
Use a Different Notification Service: If your team doesn't use Slack, you can easily replace the Slack node with one for Microsoft Teams, Discord, or even a simple email notification.
Create Tiered Notifications: For a more advanced setup, use the Switch node's outputs to send notifications to different channels. For example, send "Hot" leads to a high-priority #sales-urgent channel with an @channel mention, and send "Warm" or "Cold" leads to a less noisy #leads-review channel.
Adjust the Scoring Logic: Your definition of a "hot" lead might be different. Simply change the values in the Switch node to match your business rules (e.g., you might consider any score of 7 or higher to be a hot lead).

Required Jotform Fields for this Workflow

For this template to work correctly, your Jotform should have the following fields. The names in parentheses are the internal field names used in the n8n expressions.

Full Name (Full Name): A text input for the user's name, used for personalizing emails.
Work Email (Work Email): An email field, used as the recipient for the automated follow-up.
Role (Role): A text input for the user's job title, providing context for your sales team.
Number of Employees (Number of Employees): A dropdown or number input for company size, used for lead segmentation.
How can we help you? (How can we help you?): A text area. This is the most critical field, as its content is sent to the AI for spam checking and lead scoring.

More Information

About Jotform

Jotform is a powerful and easy-to-use online form builder that helps you create and publish online forms without writing a single line of code. It's an excellent tool for capturing leads, conducting surveys, accepting payments, and much more. Its seamless integration capabilities make it a perfect starting point for all kinds of n8n automations.

If you don't have an account yet, you can get started with Jotform through the link above.