Capture and score multi-channel leads with GPT-4, Gmail and Google Sheets Workflow Solution

Workflow overview

Why this workflow matters

Helpful for business development and pipeline building. Improves internal consulting operations and productivity.

Complete AI-powered sales system Automates lead capture, qualification, and follow-up from multiple channels. AI INTELLIGENCE: Automatic GPT-4 analysis Detects: sentiment, urgency, intent, budget signals Identifies pain points and interests Generates personalized responses LEAD SCORING ENGINE: Score 0-100 based on 10+ variables: Channel (Referral +30, LinkedIn +25, WhatsApp +20, Web Form +15, Email +10) Positive sentiment (+15) High urgency (+25) Purchase intent (+30) High budget (+20) Decision maker (+20) Engagement (+5 per interaction, max 25) MULTI-CHANNEL INPUT: Gmail (incoming emails) Webhook for web forms Webhook for WhatsApp/Telegram All normalized to unified format SMART ROUTER - 5 FLOWS: Schedule Demo: Hot lead with Calendly CTA Send Info: Informative response Create Task: Slack notification for call Nurturing: Cold lead, value-driven email Disqualify: Invalid lead AUTO CRM: Detects new vs existing leads Stores last 10 interactions history Updates score and stage automatically Complete interaction log HOT LEAD ALERTS (Score 70+): Instant Slack notification with lead data, company, score, stage, intent, urgency, pain points, and AI summary. AUTO-NURTURING (Daily 10AM): Filters leads with score 20-60 No contact in 3+ days AI personalized follow-up emails Max 10 per day WEEKLY REPORT (Monday 9AM): Total and new leads Active hot leads count Average score Distribution by stage and channel SETUP: Google Sheets with 3 tabs: Leads, Interactions, Tasks OpenAI API Key Gmail connected Slack channels: #sales, #errors IDEAL FOR: B2B Startups Digital agencies Consulting firms SaaS companies Any business with multi-channel leads Replaces HubSpot, Pipedrive, Close.io - 100% customizable, no monthly fees.

Best fit

Need another direction?