Potenzielle Kundenqualifizierungs- und Routing-Engine
Dies ist ein Content Creation, Multimodal AI-Bereich Automatisierungsworkflow mit 17 Nodes. Hauptsächlich werden If, Set, Slack, Webhook, Airtable und andere Nodes verwendet. KI-basierte Potenzialkundenqualifizierung und -Routing: Nutzung von OpenAI, Slack und Airtable
- •Slack Bot Token oder Webhook URL
- •HTTP Webhook-Endpunkt (wird von n8n automatisch generiert)
- •Airtable API Key
- •OpenAI API Key
Verwendete Nodes (17)
Kategorie
{
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"meta": {
"instanceId": "f450cd0986d5bfb741d4d1b31068440b1642915c91f795fd72913ef923830e67"
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"name": "Lead Qualification & Routing Engine",
"tags": [],
"nodes": [
{
"id": "a7fe2e16-0890-4732-8466-9cd08b12acc7",
"name": "Lead-Erfassung Webhook",
"type": "n8n-nodes-base.webhook",
"position": [
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"webhookId": "lead-intake-webhook-id",
"parameters": {
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"type": "n8n-nodes-base.respondToWebhook",
"position": [
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"parameters": {
"options": {},
"respondWith": "json",
"responseBody": "={{ { \"success\": true, \"message\": \"Lead received and processing\", \"leadId\": $json.leadId } }}"
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"typeVersion": 1.1
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{
"id": "656cff0b-a058-4fdb-8fd1-da3deb7a0b24",
"name": "Lead-Daten anreichern",
"type": "n8n-nodes-base.set",
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"parameters": {
"options": {},
"assignments": {
"assignments": [
{
"id": "lead-id",
"name": "leadId",
"type": "string",
"value": "={{ $now.format('yyyyMMddHHmmss') }}-{{ $json.email.split('@')[0] }}"
},
{
"id": "timestamp",
"name": "timestamp",
"type": "string",
"value": "={{ $now.toISO() }}"
},
{
"id": "source",
"name": "source",
"type": "string",
"value": "={{ $json.source || 'website' }}"
}
]
}
},
"typeVersion": 3.4
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{
"id": "3d6667f0-8a10-43eb-b6e2-015e7961ac6c",
"name": "KI-Lead-Qualifizierung",
"type": "@n8n/n8n-nodes-langchain.chainLlm",
"position": [
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"parameters": {
"text": "=Analyze this lead and provide a qualification score:\n\nName: {{ $json.name }}\nEmail: {{ $json.email }}\nCompany: {{ $json.company }}\nMessage: {{ $json.message }}\nBudget: {{ $json.budget }}\nTimeline: {{ $json.timeline }}",
"batching": {},
"promptType": "define",
"hasOutputParser": true
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"typeVersion": 1.7
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{
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"name": "KI-Antwort analysieren",
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"parameters": {
"schemaType": "manual",
"inputSchema": "{\n \"type\": \"object\",\n \"properties\": {\n \"score\": {\n \"type\": \"integer\",\n \"description\": \"Lead qualification score from 0-100\"\n },\n \"category\": {\n \"type\": \"string\",\n \"enum\": [\"hot\", \"warm\", \"cold\"],\n \"description\": \"Lead temperature category\"\n },\n \"reasoning\": {\n \"type\": \"string\",\n \"description\": \"Brief explanation of the score\"\n },\n \"recommended_action\": {\n \"type\": \"string\",\n \"description\": \"Suggested next step\"\n },\n \"key_strengths\": {\n \"type\": \"array\",\n \"items\": { \"type\": \"string\" },\n \"description\": \"Top 3 positive indicators\"\n },\n \"concerns\": {\n \"type\": \"array\",\n \"items\": { \"type\": \"string\" },\n \"description\": \"Potential red flags or concerns\"\n }\n },\n \"required\": [\"score\", \"category\", \"reasoning\", \"recommended_action\"]\n}"
},
"typeVersion": 1.3
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{
"id": "437b5f85-504a-4d3a-83e1-d1a757df6333",
"name": "OpenAI Model",
"type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
"position": [
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"parameters": {
"model": {
"__rl": true,
"mode": "list",
"value": "gpt-4o-mini",
"cachedResultName": "gpt-4o-mini"
},
"options": {}
},
"credentials": {
"openAiApi": {
"id": "dA4yXmsPbiF3QzqQ",
"name": "OpenAi Xtwl"
}
},
"typeVersion": 1.2
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{
"id": "ab747fea-dafa-42f9-a9b3-484023977da7",
"name": "Routing nach Qualität",
"type": "n8n-nodes-base.if",
"position": [
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"parameters": {
"options": {},
"conditions": {
"options": {
"version": 2,
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
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"combinator": "and",
"conditions": [
{
"id": "hot-lead",
"operator": {
"name": "filter.operator.larger",
"type": "number",
"operation": "larger"
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"leftValue": "={{ $json.output.score }}",
"rightValue": "70"
},
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"operator": {
"name": "filter.operator.equals",
"type": "string",
"operation": "equals"
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"rightValue": ""
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"typeVersion": 2.2
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{
"id": "bc9abb67-6fa7-4cbe-955f-b90c6af29d68",
"name": "Speichern in Airtable (Heiße Leads)",
"type": "n8n-nodes-base.airtable",
"position": [
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],
"parameters": {
"base": {
"__rl": true,
"mode": "id",
"value": "YOUR_AIRTABLE_BASE_ID"
},
"table": {
"__rl": true,
"mode": "id",
"value": "YOUR_AIRTABLE_TABLE_ID"
},
"operation": "append"
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"name": "Speichern in Airtable (Nurture Queue)",
"type": "n8n-nodes-base.airtable",
"position": [
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"parameters": {
"base": {
"__rl": true,
"mode": "id",
"value": "YOUR_AIRTABLE_BASE_ID"
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"table": {
"__rl": true,
"mode": "id",
"value": "YOUR_AIRTABLE_TABLE_ID"
},
"operation": "append"
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{
"id": "8bed314d-059d-44b3-b618-3dd290507c26",
"name": "Team benachrichtigen (Slack)",
"type": "n8n-nodes-base.slack",
"position": [
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336
],
"webhookId": "e93cafe0-7f35-4ce8-af4d-b20ef73a6115",
"parameters": {
"operation": "send"
},
"typeVersion": 2.2
},
{
"id": "dc041629-b53a-41b8-ad97-787bf8196403",
"name": "Bestätigungs-E-Mail senden (Heiße Leads)",
"type": "n8n-nodes-base.emailSend",
"position": [
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],
"webhookId": "2b440a1a-5d79-43f6-9861-2f70bd0fa64a",
"parameters": {
"options": {},
"subject": "Thank you for your inquiry - We'll be in touch soon!",
"toEmail": "={{ $('Lead Intake Webhook').item.json.email }}",
"fromEmail": "leads@youragency.com"
},
"typeVersion": 2.1
},
{
"id": "07f3821f-7d75-480d-819c-1cdb07b22f9c",
"name": "Nurture-E-Mail senden",
"type": "n8n-nodes-base.emailSend",
"position": [
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],
"webhookId": "08979f7a-b16c-4801-b3d1-c383cf5500bb",
"parameters": {
"options": {},
"subject": "Thank you for contacting us",
"toEmail": "={{ $('Lead Intake Webhook').item.json.email }}",
"fromEmail": "leads@youragency.com"
},
"typeVersion": 2.1
},
{
"id": "27b73032-cfcc-451e-bb09-69550e252211",
"name": "Hinweis: Erfassung",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1440,
80
],
"parameters": {
"color": 4,
"width": 784,
"height": 424,
"content": "## 🎯 Lead Intake\nCaptures leads from any source:\n- Website forms\n- Landing pages\n- API integrations\n- Manual entry tools"
},
"typeVersion": 1
},
{
"id": "0e5438ef-5393-49f0-b440-a19900c0a283",
"name": "Hinweis: Intelligentes Routing",
"type": "n8n-nodes-base.stickyNote",
"position": [
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],
"parameters": {
"color": 6,
"width": 432,
"height": 968,
"content": "## 🔀 Intelligent Routing\nAutomatic lead distribution:\n- Hot Leads (70+) → Sales Team\n- Warm/Cold → Nurture Campaign\n### No manual sorting needed!"
},
"typeVersion": 1
},
{
"id": "ec12b993-5bd3-448d-9ead-570dfd08f0a1",
"name": "Hinweis: Aktionen",
"type": "n8n-nodes-base.stickyNote",
"position": [
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],
"parameters": {
"color": 7,
"width": 572,
"height": 968,
"content": "## 💾 Data & Notifications\nAutomatic actions:\n- Save to Airtable\n- Slack alerts for hot leads\n- Personalized email responses\n- CRM updates (ready to add)"
},
"typeVersion": 1
},
{
"id": "bddca7d5-04a2-497d-98f0-861822adbe15",
"name": "Hinweis: KI-Analyse1",
"type": "n8n-nodes-base.stickyNote",
"position": [
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],
"parameters": {
"color": 5,
"width": 788,
"height": 536,
"content": "# \n## 🤖 AI-Powered Qualification\nOpenAI analyzes each lead for:\n- Budget fit\n- Timeline urgency\n- Project complexity\n- Quality indicators\n### Outputs structured score + insights"
},
"typeVersion": 1
},
{
"id": "04a5ac3e-87d3-4d6c-8b31-ac624797b3b7",
"name": "Hinweis: Erfassung1",
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"parameters": {
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"height": 1976,
"content": "# **AI Lead Qualifier & Router**\n\nAn intelligent lead management system that automatically captures incoming leads via webhook, uses AI to analyze and score each prospect, then routes them to the appropriate team or campaign based on qualification score—delivering hot leads to sales instantly while nurturing others on autopilot.\n\n## **What It Does**\n\nThis workflow eliminates the manual process of:\n\n• Daily lead review and qualification\n• Manual scoring and prioritization\n• Lead assignment and routing decisions\n• Follow-up email composition\n• CRM data entry and updates\n• Sales team notifications for hot prospects\n\nInstead, it delivers **qualified, routed leads with AI insights in under 30 seconds**—complete with structured scoring, personalized responses, and organized data storage for tracking.\n\n## **Key Features**\n\n• **Webhook Lead Capture** - Accepts leads from any source (forms, landing pages, APIs)\n• **AI-Powered Qualification** - Analyzes budget, timeline, message quality, and fit using OpenAI\n• **Structured Scoring** - Generates 0-100 scores with reasoning, strengths, and concerns\n• **Intelligent Routing** - Automatically directs hot leads (70+) to sales, others to nurture\n• **Instant Notifications** - Slack alerts for high-priority prospects with full context\n• **Dual Email Flows** - Personalized responses based on lead quality and urgency\n• **Airtable Storage** - Organized tracking with qualification data and timestamps\n\n## **Who It's For**\n\nMarketing agencies, SaaS companies, and service businesses that need to process high volumes of inbound leads efficiently—without sacrificing lead quality or response time. Perfect for teams tired of manual qualification bottlenecks.\n\n## **Time Saved**\n\nFrom **5+ minutes of manual review per lead** → **automated processing in 20-30 seconds** per lead.\n\n## **Workflow Breakdown**\n\n**Capture → Enrich → Qualify → Route → Store & Notify**\n\nEach stage runs automatically, analyzing leads with AI and delivering organized results to your sales team via Slack and Airtable, with zero manual intervention required.\n\n---\n\n## **🔧 SETUP INSTRUCTIONS**\n\n### **Required Credentials:**\n\n1. **OpenAI API** - For AI-powered lead qualification\n2. **Airtable** - For lead storage and tracking database\n3. **Slack** - For real-time team notifications\n4. **Email Service** - For automated confirmation/nurture emails (SMTP or provider)\n\n### **Configuration Steps:**\n\n1. Replace `YOUR_AIRTABLE_BASE_ID` and `YOUR_AIRTABLE_TABLE_ID` in both Airtable nodes\n2. Configure Airtable field mapping to match your base structure\n3. Set up Slack channel and message formatting in \"Alert Team\" node\n4. Update email addresses in both email nodes (`leads@youragency.com`)\n5. Customize AI qualification prompt based on your business criteria\n6. Adjust qualification threshold (currently 70+) in \"Route by Quality\" node\n7. Test with a single lead before enabling webhook publicly\n\n### **Alternative Approaches:**\n\n• Can use HubSpot or Salesforce instead of Airtable for CRM integration\n• Can use Microsoft Teams instead of Slack for notifications\n• Can add SMS alerts for ultra-hot leads using Twilio\n• Can implement multi-tier routing (hot/warm/cold) with additional IF nodes\n• Can add calendar booking links for hot leads automatically"
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}Wie verwende ich diesen Workflow?
Kopieren Sie den obigen JSON-Code, erstellen Sie einen neuen Workflow in Ihrer n8n-Instanz und wählen Sie "Aus JSON importieren". Fügen Sie die Konfiguration ein und passen Sie die Anmeldedaten nach Bedarf an.
Für welche Szenarien ist dieser Workflow geeignet?
Experte - Content-Erstellung, Multimodales KI
Ist es kostenpflichtig?
Dieser Workflow ist völlig kostenlos. Beachten Sie jedoch, dass Drittanbieterdienste (wie OpenAI API), die im Workflow verwendet werden, möglicherweise kostenpflichtig sind.
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Xavier Tai
@xaviertaiHey 👋 I'm Xavier, founder of EasyScalers. I build AI automation systems with N8N for B2B companies. Check out my templates or hit me up in the forums if you need help with your workflows!
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