Researched: Sourced and summarized, not yet run end-to-end by us CRM
AI lead scoring and routing into HighLevel
At a glance
- Setup estimate
- 1–2 h (ESTIMATE)
- Tools
- Industries
- Agencies & consultancies, General (any small business)
Problem
Form leads land in a sheet with no prioritization, and sales responds late
Caveats
Built for Azure OpenAI and needs a GPT-4o-mini deployment there; whether the standard OpenAI node works as a swap is UNKNOWN (untested). Also needs HighLevel CRM and SMTP email. Spot-check the AI's hot/warm/cold scores.
Tools
- n8n
- Google Sheets trigger
- Azure OpenAI GPT-4o-mini
- HighLevel CRM
Browse by tool: n8n, Google Sheets, Azure OpenAI, HighLevel
Steps
- Watch the sheet for new form rows.
- AI analyzes value, stage and company and writes action items.
- Parse to JSON.
- Tag hot/warm/cold.
- Create or update the HighLevel contact.
- Email sales instantly for hot leads.
- Status
- Researched: Sourced and summarized, not yet run end-to-end by us
- Last checked
Setup estimates are rough guesses for someone comfortable with the tools who already has the accounts and API keys. Real time is unknown until tested.