AI lead routing
A new lead is enriched, qualified, assigned to the correct salesperson and followed up automatically.
The situation
A marketing agency receives leads from a client’s Webflow site across three service lines. Sales owners are assigned by hand each morning, so the first reply goes out the next working day and the reason a lead was prioritised is never written down anywhere.
Implementation decisions
- The model returns a schema, not prose
- Qualification asks for a fixed JSON shape: service line, fit band, and a one-sentence reason. Anything that fails validation retries once, then routes to a human queue instead of guessing.
- Routing rules live outside the prompt
- Owner assignment is a lookup table the agency can edit. Changing who covers a territory does not mean re-testing a prompt.
- The reason is written to the CRM
- The qualification sentence is stored on the deal record, so a salesperson can see why a lead landed with them and disagree with it.
- Webflow form
- Enrich company
- AI qualification
- Route by fit
- HubSpot deal
- Slack to owner
Built with
- Webflow
- n8n
- OpenAI
- HubSpot
- Slack
What it changes
Leads are assigned and acknowledged without a morning triage pass. Measurable results depend on the client’s own volume, so no figures are claimed here.


