Score B2B leads with OpenAI from webhook or form submissions Workflow Solution

Workflow overview

Why this workflow matters

Helpful for business development and pipeline building. Relevant for managed services and support workflows.

How it works • Receives lead data (name, email, company, website) from a webhook or manual trigger • Normalizes the payload and sends it to OpenAI for scoring (1–10) • Routes leads to Hot (≥7, immediate follow-up) or Nurture (add to sequence) • Output includes score, status, and action recommendation Set up steps • Add Auth credential for OpenAI - ~2 min • Activate the workflow and copy your webhook URL • Test with Manual trigger or POST to webhook with {"name","email","company","website"}

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