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n8n / Case study

Multi-source Lead Intelligence.

Turn scattered lead sources into a reviewable sales handoff.

Role: AI Automation EngineerBuilt with: n8n · OpenAI · Google Sheets · Slack · HubSpot
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Multi-source Lead Intelligence workflow screenshot
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Multiple intake paths converge on normalization and qualification, then branch to sales or review.Open original screenshot

The problem

Why I built it

Leads arrive in different shapes from directories, forms, referrals, and CSV files. Reviewing each source by hand makes it easy to duplicate records or miss a useful contact. I built one intake flow that brings those sources together before qualification and sales handoff.

The workflow

From input to handoff

  1. Input

    Capture from several sources

    Directory listings, a website form, CSV imports, and partner referrals all enter the same workflow.

  2. Process

    Normalize, enrich, qualify

    The flow cleans and deduplicates records, checks website and contact details, and uses structured AI output to qualify leads.

  3. Output

    Route the next action

    Qualified leads trigger a Slack sales alert and a HubSpot contact update. Other records go to a review queue.

Example path

A new form submission includes a company website and contact email. The workflow normalizes the record, checks the site, saves the lead, and evaluates it. A qualified result alerts sales and updates HubSpot; an uncertain result goes to review.

Engineering choice

A detail that matters

All intake paths converge before qualification. That gives the sales team one consistent record shape, while leads missing a valid email or needing a closer look can be reviewed instead of silently dropped.