Lead capture to CRM
Every enquiry becomes a complete CRM record with an owner and a next step.
How it works · Lead capture to CRM
STEP BY STEP
In
- Website form
Gmail
WhatsApp
- 1
Capture01
Enquiry received from any channel
New enquiry
- 2
Extract02
AI reads need, company, urgency
Need: reporting
- 3
Route03
Owner assigned by rules
Owner: Sales lead
Human checkpoint
- 4
Record04
Contact and deal created
Deal created
Out
HubSpot- Follow-up task
Slack
How it works
01
The problem
Enquiries arrive by form, email, and WhatsApp, and are re-keyed into the CRM or lost.
Step by step
- 01Capture. Enquiry received from any channel.
- 02Extract. AI reads need, company, urgency.
- 03Route. Owner assigned by rules.Human checkpoint
- 04Record. Contact and deal created.
Tools and control
02
Connects
- HubSpot
- Gmail
WhatsApp Business
OpenAI
Built on n8n. Equivalent tools can be swapped in.
Human control
A person stays in control at the "Route" step. Everything else runs on rules you agree, with every run logged.
More in Sales and CRM
03
Sales and CRM
Lead enrichment and scoring
New leads arrive enriched and scored, so reps prioritise the best fits first.
See the workflowSales and CRM
AI follow-up drafts
Stalled deals get a timely, personal follow-up drafted for the owner to send.
See the workflowSales and CRM
Proposal and quote generation
A branded proposal is drafted from the deal in minutes and sent for e-signature.
See the workflow
Next step
What would you like to improve?
Tell us what is taking too much time, what is difficult to manage, or what you would like your systems to do differently. You do not need a technical specification to start.