Advanced Lead Enrichment AI Agent
Automatically qualify, enrich, and route leads with AI-powered scoring, LinkedIn data enrichment, and intelligent follow-up via Slack, Gmail, and HubSpot.
Automatically qualify, enrich, and route leads with AI-powered scoring, LinkedIn data enrichment, and intelligent follow-up via Slack, Gmail, and HubSpot.
This agent works seamlessly with these platforms to deliver powerful automation.
Send, receive, and manage Gmail messages with full email automation capabilities
Read / Write data from / to Google Sheets
Comprehensive CRM and marketing automation platform with contacts, companies, de...
Leverage OpenAI's powerful language models to generate text, answer questions, a...
Send messages, manage channels, and automate workflows in Slack workspaces
This intelligent lead qualification workflow transforms raw form submissions into actionable sales opportunities through automated enrichment, AI-powered scoring, and smart routing. When a prospect fills out your lead capture form, the system instantly validates their information, enriches it with company data from LinkedIn, uses GPT-4o to assess lead quality, and automatically routes hot leads to your sales team with personalized outreach emails—all within seconds.
Key benefits include:
This workflow is perfect for B2B sales teams handling inbound leads, marketing teams running demand generation campaigns, and sales development representatives who need to prioritize their outreach efforts based on lead quality and company fit.
This automation is designed for:
If you're currently spending more than 15 minutes per lead on research, qualification, and initial outreach, this workflow will dramatically accelerate your sales process.
Why it's needed: Powers the intelligent lead qualification analysis and generates personalized outreach emails for hot leads. The workflow uses GPT-4o to assess lead fit based on company size, industry, role, and other factors you define.
Setup steps:
Cost consideration: GPT-4o costs approximately $0.01-0.03 per lead qualification, making this extremely cost-effective for most use cases.
Why it's needed: Creates a centralized database of all qualified leads with their enrichment data and qualification scores. This serves as your single source of truth and enables easy reporting and analysis.
Setup steps:
Pro tip: Use Google Sheets' built-in filtering and conditional formatting to create visual dashboards of your lead pipeline.
Why it's needed: Delivers real-time notifications to your sales team when hot leads come in, ensuring immediate follow-up. Also logs warm and cold leads for visibility without overwhelming your team.
Setup steps:
chat:write, channels:read
xoxb-)#hot-leads, #warm-leads, #cold-leads
/invite @TaskAGI Lead Alerts
Why it's needed: Sends personalized outreach emails to hot leads automatically, ensuring they receive timely, relevant communication while the lead is still warm.
Setup steps:
Important: Use a professional email address, not a personal one. Consider setting up a dedicated sales email like sales@yourcompany.com for better deliverability.
Why it's needed: Automatically creates or updates contact records in your CRM, ensuring your sales pipeline stays synchronized without manual data entry.
Setup steps:
Alternative: If you use a different CRM (Salesforce, Pipedrive, etc.), you can replace this node with your preferred CRM integration.
Configure the Lead Capture Form trigger node with these fields:
name (required, text)email (required, email validation)company (required, text)role (required, text)phone (optional, text)message (optional, textarea)Copy the webhook URL provided and embed it in your website, landing pages, or advertising campaigns.
The Send Form Response node immediately acknowledges the submission. Customize the message:
Thanks for your submission! We'll be in touch soon with information tailored to your needs.
This runs in parallel with enrichment, so prospects receive instant feedback.
The Normalize Lead Data function standardizes input formats:
No configuration needed—this runs automatically.
The Valid Lead? condition checks:
Invalid leads route to Handle Invalid Lead (no operation) to prevent errors downstream.
The Business Email? condition filters out generic email providers:
Business emails proceed to enrichment; personal emails skip to Skip Enrichment (Fallback).
The Google Search node finds the company's LinkedIn page:
"[Company Name]" site:linkedin.com/company
The Extract LinkedIn URL function parses the results and extracts the first valid LinkedIn company URL.
If a LinkedIn URL is found, the LinkedIn Company Scraper retrieves:
The Merge LinkedIn Data function combines this with form data to create a complete lead profile.
The AI Lead Qualification node uses GPT-4o with this prompt structure:
Analyze this lead and provide qualification assessment:
Lead Data:
- Name: [[name]]
- Company: [[company]]
- Role: [[role]]
- Company Size: [[companySize]]
- Industry: [[industry]]
Evaluate based on:
1. Decision-making authority (C-level, VP, Director = high)
2. Company size fit (50-500 employees = ideal)
3. Industry relevance (SaaS, Technology, Professional Services = high)
4. Engagement quality (detailed message = positive signal)
Return JSON:
{
"score": 0-100,
"temperature": "hot|warm|cold",
"reasoning": "brief explanation",
"nextSteps": "recommended action"
}
Customize the criteria to match your ideal customer profile (ICP).
The Build Qualified Lead Profile function structures all data for downstream actions:
Every qualified lead is logged with all available data. Ensure your sheet URL is configured in the node settings.
Three conditional branches route leads based on AI qualification:
Hot Lead Path (score ≥ 75):
#hot-leads channel with full lead detailsWarm Lead Path (score 50-74):
#warm-leads for follow-up within 24 hoursCold Lead Path (score < 50):
#cold-leads for nurture campaignsJohn Smith
john.smith@acmecorp.com
Acme Corporation
VP of Sales
555-123-4567
✅ Immediate response received (check webhook response)
✅ Data normalization completed (verify in execution log)
✅ Business email detected correctly
✅ LinkedIn URL found and extracted
✅ Company data enriched (check employee count, industry)
✅ AI qualification returned valid JSON with score
✅ Google Sheet updated with new row
✅ Slack notification appeared in appropriate channel
✅ Email sent (check Gmail sent folder)
✅ HubSpot contact created with correct properties
Cause: Company name doesn't match LinkedIn listing exactly
Solution: The workflow gracefully handles this with the Skip Enrichment (Fallback) path. Qualification still proceeds with form data only. To improve matching, add company domain field to your form.
Cause: Exceeded OpenAI API quota
Solution: Check your OpenAI billing dashboard and increase limits. Consider adding a delay node if processing high volumes.
Cause: TaskAGI doesn't have edit access to your sheet
Solution: Share your Google Sheet with the service account email shown in TaskAGI's Google Sheets integration settings, granting "Editor" permissions.
Cause: Bot not invited to channel or insufficient permissions
Solution: Type /invite @TaskAGI Lead Alerts in each Slack channel. Verify bot has chat:write scope in Slack app settings.
Cause: Gmail daily sending limit reached (500/day for free accounts)
Solution: Upgrade to Google Workspace for higher limits, or add a condition to only email hot leads (score 80+).
Cause: Contact with email already exists
Solution: Change the Create HubSpot Contact node to "Create or Update" mode in advanced settings.
Congratulations! You now have an enterprise-grade lead qualification system that works 24/7 to ensure no opportunity slips through the cracks. Monitor your Google Sheet dashboard weekly to track performance and continuously refine your qualification criteria based on actual conversion data.