Lead Capture, AI Scoring & Routing Engine
A production-minded lead operations workflow that captures inbound leads, enriches company data, scores prospects with AI, and routes hot, medium, and cold leads automatically.
Overview
Day 2 moves from document automation into sales automation. The architecture combines lead capture, enrichment, AI qualification, retrieval from a Pinecone-backed knowledge base, and deterministic score-based routing. High-value leads receive immediate follow-up and CRM logging, medium leads are handed to the sales team for review, and cold leads are recorded without consuming unnecessary sales capacity.
The Problem
Inbound leads often arrive with incomplete context, and sales teams can waste valuable time manually researching companies, deciding which prospects matter, and deciding who should follow up. Slow or inconsistent routing can also cause high-intent opportunities to go cold.
The Solution
This workflow captures a lead from a webhook or Gmail, enriches the company profile through web research, evaluates the lead against a configurable knowledge base, and uses an AI scoring agent to produce a 0–100 qualification score. The routing layer then separates hot, medium, and cold leads and sends each segment to the appropriate follow-up and CRM path.
How the Workflow Works
- 1Capture inbound lead data from a form webhook or Gmail trigger.
- 2Research the submitted company URL and enrich the lead profile with public company information.
- 3Use the AI Lead Scorer with the current qualification rules retrieved from the Pinecone knowledge base.
- 4Generate a qualification score and route the lead by threshold: hot (75+), medium (25–74), or cold (<25).
- 5Send the appropriate follow-up, log the lead in the CRM/Google Sheets layer, and alert the sales team when immediate action is required.
Workflow Architecture
Key Features
Tech Stack
Scope & Limitations
- Production credentials and private account connections are intentionally excluded from the public JSON.
- Company enrichment quality depends on the availability and quality of public web data.
- Scoring thresholds and qualification rules should be tuned to the target sales process before production use.