Sales Automation

Lead Qualification

Score inbound leads from forms, chat, and ads using firmographic rules and AI intent signals.

Automation overview

What this automation does

This automation starts when new lead from Typeform, Intercom, or Meta Lead Ads webhook. It openai score lead intent and hubspot update contact record, then score ≥70 Slack alert; cold leads archived with reason tag.

Trigger

New lead from Typeform, Intercom, or Meta Lead Ads webhook

Main actions

OpenAI score lead intent → HubSpot update contact record

Final outcome

Score ≥70 Slack alert; cold leads archived with reason tag

Execution time

30–90 seconds

Apps used

4 integrations

AI-powered

Difficulty

Intermediate

Workflow diagram

End-to-end scenario flow

Read-only visualization of how data moves from trigger to final result.

Trigger

Typeform

New lead submission

OpenAI

Score lead intent

Step 2

HubSpot

Update contact record

Result

Slack

Notify sales team

Step-by-step

How each step runs

1
TypeformTrigger
New lead submission
Lead from Typeform, Intercom, or Meta Lead Ads webhook
2
OpenAI
Score lead intent
GPT-4o reads message for urgency; firmographic scoring applied
3
HubSpot
Update contact record
Hot leads create opportunity; warm leads enter nurture
4
Slack
Notify sales team
Score ≥70 Slack alert; cold leads archived with reason tag

Apps used

Connected applications

Typeform

Process via Typeform

OpenAI

Process via OpenAI

HubSpot

Tracking

Slack

Score

Summary

Automation summary

Trigger: New lead from Typeform, Intercom, or Meta Lead Ads webhook
Inputs: New lead from Typeform, Intercom, or Meta Lead Ads webhook, Business Name, Notification Email, Timezone
Outputs: Score ≥70 Slack alert; cold leads archived with reason tag, OpenAI score lead intent, HubSpot update contact record
Business goal: Automate lead qualification end-to-end with accurate app routing.
Execution frequency: Real-time on event
Estimated runtime: 30–90 seconds
Error handling: Failed steps retry up to 3 times with exponential backoff; persistent failures notify your configured channel and log to the run history.
Dependencies: Typeform, OpenAI, HubSpot

Benefits

Why use this automation?

Save ~13 hours/week

Remove repetitive steps from Lead Qualification so your team focuses on high-value work.

Reduce manual work

Connected apps sync data automatically instead of copy-paste between dashboards.

Prevent human errors

Standardized logic runs the same way every time, with retries on failure.

Faster response times

Events trigger immediate actions instead of waiting for someone to check a queue.

Requirements

What you need to get started

Required apps

Typeform
OpenAI
HubSpot

Required accounts

Active Typeform workspace with API access
Active OpenAI workspace with API access
Active HubSpot workspace with API access
Shata Automation workspace (free tier supported)

Required API keys

OAuth tokens for each connected integration

Permissions

Read access on trigger sources (forms, sheets, webhooks, or CRM objects)
Write access on destination apps (email, chat, CRM, or storage)

Estimated setup time

1 hour including app authorization and test run
Difficulty: Intermediate

Optional apps

Intercom (optional)
Meta Insights (optional)
Salesforce (optional)
Klaviyo (optional)
Slack (optional)
Clearbit (optional)

Automation runtime

Activate this template

PartialSome steps run in preview until their integrations go live.

Connect required apps via OAuth or API keys. Credentials are encrypted server-side. Dev test runs mock external actions when connections are missing.

Draft

Activation readiness

Est. setup time: ~10 min

Required connections

typeform(required)
Previewtypeform: workflow actions run in preview
⚠ Missing
OpenAI(required)
⚠ Missing
HubSpot(required)
PreviewHubSpot: workflow actions run in preview
⚠ Missing

• Missing connection: typeform
• Missing connection: OpenAI
• Missing connection: HubSpot

Manage all connections →View all installations →

Workflow summary

Trigger: New lead from Typeform, Intercom, or Meta Lead Ads webhook
Steps: 4 nodes
Required apps: 3
Optional apps: 1

Trigger

Webhook trigger

Activate this workflow to provision the trigger endpoint.

Run history

No runs yet. Install the template and run a test, or activate to receive webhook/schedule runs.

FreeIntermediatePartial1 hour setup★4.23.1k installs · 102 reviews

Customize for My Business

Analytics

Template performance

47.5k

Views

3.1k

Installs

619

Favorites

4.2

Avg rating

6.5%

Conversion

1 min

Setup time

94%

Success rate

111

Trending score

Most used integrations

TypeformOpenAIHubSpot

Typeform, Intercom, and Meta Lead Ads submissions normalize into a scoring model—company size from Clearbit enrichment, budget field weight, page visit depth from HubSpot tracking—and GPT-4o reads free-text message for urgency cues. Score ≥70 creates Salesforce opportunity and Slack alert; 40–69 nurtures via Mailchimp sequence; below 40 archives with reason tag.

Some steps run in preview until their integrations go live.

Required apps

TypeformPreviewOpenAILiveHubSpotPreview

Optional apps

SlackLive

All integrations

TypeformOpenAIHubSpotSlack

Workflow preview

How Lead Qualification runs

Trigger

Build scoring weights

→

Process

Rule engine

→

Action

typeform

→

Notify

Alert & log

TypeformOpenaiHubspotSlack

Setup steps

Get started in 5 steps

1
Wire lead sources
Typeform, Intercom, Meta Lead Ads, Clearbit, HubSpot tracking, Salesforce, Mailchimp, Slack.
2
Build scoring weights
Configure point values for employee count, industry fit, budget band, and page views.
3
Train intent classifier
GPT reads message field; flags keywords—urgent, budget approved, competitor switch.
4
Set routing thresholds
Hot, warm, cold bands with distinct CRM and email outcomes.
5
Backtest 50 leads
Run historical leads through scorer; tune weights against closed-won outcomes.

Variables

Configurable settings

Variable	Type	Default	Required
Business Name	text	Your Business	Yes
Notification Email	email	—	Yes
Timezone	select	—	Yes
Slack Channel	text	#general	No

FAQ

Frequently asked questions

Manual score override?

Sales reps can set `force_hot` HubSpot property to bypass automation once.

International leads?

Clearbit coverage varies; missing enrichment uses form data only without penalty.

Re-score on activity?

Optional second pass when lead opens 3+ emails or visits pricing page.

GDPR fields?

Consent checkbox required before Mailchimp nurture enrollment.

Reviews

4.7

★4.7

102 total reviews

Emily Davis

Customer Success · SupportPro

★★★★★Verified install

3/21/2026

Lead Qualification replaced a manual process that took 2 hours daily. ROI was clear within the first month.

+ Support team helped customize quickly · Setup was straightforward

Omar Khalil

E-commerce Manager · Noon Seller

★★★★★

3/4/2026

We deployed this across three locations and saw immediate time savings. The Lead Qualification workflow handles edge cases we didn't expect it to.

+ Scales well as we grow · Integrations worked on first try

Sarah Mitchell

Marketing Director · Bloom Agency

★★★★Verified install

2/15/2026

Solid template. We duplicated and tweaked variables for our brand. Would recommend for teams starting automation.

+ Saved our team 10+ hours weekly · Reliable triggers every time

− Took longer than estimated for advanced config

Documentation

Template documentation

Overview

Requirements

Active typeform account with API access
Active openai account with API access
Active hubspot account with API access
No AI provider required
Shata Automation workspace (free tier supported)

Supported apps

typeformPreviewopenaiLivehubspotPreviewslackLive

Triggers

New lead from Typeform, Intercom, or Meta Lead Ads webhook

Actions

Build scoring weights
Train intent classifier
Set routing thresholds
Backtest 50 leads

Examples

Quick start

Activate Lead Qualification with default variables and run a sandbox test.

Scenario: New user installs template and validates output in under 15 minutes.

Production rollout

Connect live apps, map business rules, enable monitoring alerts.

Scenario: Team deploys to workspace after QA sign-off on test runs.

Troubleshooting

Workflow fails on first run: Verify OAuth scopes for all required integrations and re-authorize if expired.
Variables not applying: Check required fields in the Configure Variables step; empty required values block activation.
Notifications not received: Confirm notification email and Slack channel IDs match your workspace settings.

Release notes

Version 1.2.0 — Improved reliability and Slack notifications for Lead Qualification.

Versioning

Version history

Current version: 1.2.0

v1.2.0Current

6/5/2026

improvementImproved error handling and retry logic for failed runs.
featureAdded optional Slack notification on workflow completion.

v1.1.0

4/6/2026

featureNew variable: brand voice selector for AI-powered steps.
fixFixed timezone handling for scheduled triggers.

v1.0.0

2/5/2026

featureInitial marketplace release.

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Customize Lead Qualification for your business

Our team can adapt this template to your exact workflow, apps, and brand requirements.

Request custom automation →Talk to an expert

Lead Qualification

What this automation does

End-to-end scenario flow

How each step runs

Connected applications

Automation summary

Why use this automation?

What you need to get started

Required apps

Required accounts

Required API keys

Permissions

Estimated setup time

Optional apps

Activate this template

Required connections

Workflow summary

Trigger

Run history

Template performance

How Lead Qualification runs

Get started in 5 steps

Configurable settings

Frequently asked questions

Template documentation

Overview

Requirements

Supported apps

Triggers

Actions

Examples

Troubleshooting

Release notes

Version history

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Contract Generator

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To-do Manager

Pull Request Review Summary

Inbox Priority Briefing

Customize Lead Qualification for your business

Template documentation

Overview

Requirements

Supported apps

Triggers

Actions

Examples

Troubleshooting

Release notes

Version history

Related templates

Payment Reminder

Discount Campaigns

Contract Generator

Email Sequence

Customers also installed

Contract Generator

AI Lead Scoring Engine

Email Sequence

AI Sales Agent Placeholder Template

Trending this week

Canva Asset Approval Flow

To-do Manager

Pull Request Review Summary

Inbox Priority Briefing