Captures inbound leads through a webhook, validates and scores each inquiry, then creates or updates HubSpot contacts, deals, and follow-up tasks. Approved personalized emails are sent through Gmail, high-priority leads are surfaced in Slack, and workflow activity is logged in Supabase—improving response speed, CRM accuracy, and sales follow-through.
Lead Qualification and CRM Follow-Up Automation
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Project Overview
This project connects lead capture, qualification, CRM updates, follow-up, and monitoring in one coordinated process. New inquiries are validated, scored using structured criteria, checked against HubSpot for existing contacts, converted into contacts, deals, and tasks, and then routed for sales alerts and human-approved email follow-up. Supabase records each workflow result for monitoring and auditability.
Problem
Sales teams can lose opportunities when inquiries remain unanswered, lead details are copied manually, CRM records are incomplete, and there is no consistent way to identify which prospects require immediate attention.
Solution
The workflow receives and validates lead information, produces a structured lead score, creates or updates HubSpot records, assigns follow-up actions, drafts a personalized message, requires approval before sending, alerts the sales team about high-priority leads, and logs successful and failed activity in Supabase.
Outcome
Structured lead scoring
Consistent Qualification
Each inquiry is evaluated using the same business criteria, producing a clear priority, reason, and recommended next action.
Contact, deal, and task
Connected CRM
HubSpot records are created or updated together so the sales team receives complete and actionable lead information.
Approval and logging
Controlled Follow-Up
Personalized emails require human approval, while delivery status, CRM identifiers, and workflow results remain traceable in Supabase.
Next Project
n8n
OpenAI
HubSpot
Gmail
Slack
Supabase