Qualify webhook leads with GPT-4o-mini and create Asana tasks automatically
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๐ Description
Automate your inbound lead qualification pipeline by enriching raw lead data, scoring it with AI, and instantly creating follow-up tasks for your sales team. ๐ฏ๐ค This workflow receives new leads via webhook, enriches them using RocketReach to fetch verified emails and contact details, applies confidence-based filtering, and uses GPT-4o-mini to score each lead based on seniority, company fit, and data quality. High-quality leads automatically generate Asana tasks and Slack notifications, while low-quality leads are safely filtered out โ ensuring your team focuses only on the best opportunities. ๐๐
๐ What This Template Does
1๏ธโฃ Receives inbound lead data via webhook (name, company, job title, LinkedIn URL). ๐
2๏ธโฃ Normalizes incoming data into a clean, structured format. ๐งพ
3๏ธโฃ Enriches lead profiles using RocketReach to fetch emails and phone numbers. ๐
4๏ธโฃ Calculates email confidence scores based on quality grades (AโD). ๐
5๏ธโฃ Filters out low-confidence leads automatically. ๐ซ
6๏ธโฃ Uses AI (GPT-4o-mini) to score qualified leads from 1โ10. ๐ค
7๏ธโฃ Assigns priority levels (High / Medium / Low) with reasoning. ๐ง
8๏ธโฃ Creates an Asana task for leads scoring above the threshold. โ
9๏ธโฃ Sends Slack notifications for both qualified and disqualified leads. ๐ฌ
๐ Returns a structured webhook response with scoring results. ๐
1๏ธโฃ1๏ธโฃ Sends Gmail alerts automatically if any workflow error occurs. ๐จ
โญ Key Benefits
โ
Eliminates manual lead enrichment and qualification
โ
Uses verified contact data from RocketReach
โ
AI scoring ensures consistent, unbiased lead evaluation
โ
Automatically routes high-quality leads to sales via Asana
โ
Keeps teams informed with real-time Slack notifications
โ
Prevents sales effort from being wasted on low-quality leads
๐งฉ Features
Webhook-based inbound lead intake
RocketReach profile enrichment
Email confidence scoring logic
AI lead scoring with strict JSON output
Configurable quality and score thresholds
Automatic Asana task creation
Slack alerts for qualified and disqualified leads
Gmail-based error handling
Frontend-ready webhook responses
๐ Requirements
RocketReach API key
OpenAI API key (GPT-4o-mini recommended)
Asana OAuth2 credentials
Slack API credentials
Gmail OAuth2 credentials (for error alerts)
Webhook client sending lead details (first_name, last_name, company, job_title, linkedin_url)
๐ฏ Target Audience
B2B sales teams handling inbound leads
Revenue operations (RevOps) teams
SaaS companies optimizing lead qualification
Lead generation agencies
Automation teams building AI-driven sales pipelines