Motor de Calificación y Enrutamiento de Prospectos

Avanzado

Este es unContent Creation, Multimodal AIflujo de automatización del dominio deautomatización que contiene 17 nodos.Utiliza principalmente nodos como If, Set, Slack, Webhook, Airtable. Calificación y enrutamiento de prospectos basado en IA: utilizando OpenAI, Slack y Airtable

Requisitos previos
  • Bot Token de Slack o URL de Webhook
  • Punto final de HTTP Webhook (n8n generará automáticamente)
  • Clave de API de Airtable
  • Clave de API de OpenAI
Vista previa del flujo de trabajo
Visualización de las conexiones entre nodos, con soporte para zoom y panorámica
Exportar flujo de trabajo
Copie la siguiente configuración JSON en n8n para importar y usar este flujo de trabajo
{
  "id": "CKcKFoEOfPQBPjxI",
  "meta": {
    "instanceId": "f450cd0986d5bfb741d4d1b31068440b1642915c91f795fd72913ef923830e67"
  },
  "name": "Lead Qualification & Routing Engine",
  "tags": [],
  "nodes": [
    {
      "id": "a7fe2e16-0890-4732-8466-9cd08b12acc7",
      "name": "Recepción de Prospectos Webhook",
      "type": "n8n-nodes-base.webhook",
      "position": [
        -1328,
        320
      ],
      "webhookId": "lead-intake-webhook-id",
      "parameters": {
        "path": "lead-intake",
        "options": {},
        "httpMethod": "POST",
        "responseMode": "responseNode"
      },
      "typeVersion": 2.1
    },
    {
      "id": "5faded1e-4091-4a33-8acb-670c7af221a9",
      "name": "Acuse de Recibo",
      "type": "n8n-nodes-base.respondToWebhook",
      "position": [
        -1104,
        320
      ],
      "parameters": {
        "options": {},
        "respondWith": "json",
        "responseBody": "={{ { \"success\": true, \"message\": \"Lead received and processing\", \"leadId\": $json.leadId } }}"
      },
      "typeVersion": 1.1
    },
    {
      "id": "656cff0b-a058-4fdb-8fd1-da3deb7a0b24",
      "name": "Enriquecer Datos del Prospecto",
      "type": "n8n-nodes-base.set",
      "position": [
        -880,
        320
      ],
      "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
    },
    {
      "id": "3d6667f0-8a10-43eb-b6e2-015e7961ac6c",
      "name": "Calificación de Prospectos por IA",
      "type": "@n8n/n8n-nodes-langchain.chainLlm",
      "position": [
        -1040,
        640
      ],
      "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
      },
      "typeVersion": 1.7
    },
    {
      "id": "521d3066-5891-4543-b9a2-d86a0b1c9440",
      "name": "Analizar Respuesta de IA",
      "type": "@n8n/n8n-nodes-langchain.outputParserStructured",
      "position": [
        -832,
        880
      ],
      "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
    },
    {
      "id": "437b5f85-504a-4d3a-83e1-d1a757df6333",
      "name": "Modelo OpenAI",
      "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
      "position": [
        -1104,
        880
      ],
      "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
    },
    {
      "id": "ab747fea-dafa-42f9-a9b3-484023977da7",
      "name": "Enrutar por Calidad",
      "type": "n8n-nodes-base.if",
      "position": [
        -512,
        384
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 2,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "hot-lead",
              "operator": {
                "name": "filter.operator.larger",
                "type": "number",
                "operation": "larger"
              },
              "leftValue": "={{ $json.output.score }}",
              "rightValue": "70"
            },
            {
              "id": "79621b78-52b5-4b32-a28b-c64dc84958f4",
              "operator": {
                "name": "filter.operator.equals",
                "type": "string",
                "operation": "equals"
              },
              "leftValue": "",
              "rightValue": ""
            }
          ]
        }
      },
      "typeVersion": 2.2
    },
    {
      "id": "bc9abb67-6fa7-4cbe-955f-b90c6af29d68",
      "name": "Guardar en Airtable (Prospectos Calientes)",
      "type": "n8n-nodes-base.airtable",
      "position": [
        -128,
        528
      ],
      "parameters": {
        "base": {
          "__rl": true,
          "mode": "id",
          "value": "YOUR_AIRTABLE_BASE_ID"
        },
        "table": {
          "__rl": true,
          "mode": "id",
          "value": "YOUR_AIRTABLE_TABLE_ID"
        },
        "operation": "append"
      },
      "typeVersion": 2.1
    },
    {
      "id": "8ab50b21-c1c1-44f4-a73d-c3b3f867b191",
      "name": "Guardar en Airtable (Cola de Nutrición)",
      "type": "n8n-nodes-base.airtable",
      "position": [
        -512,
        592
      ],
      "parameters": {
        "base": {
          "__rl": true,
          "mode": "id",
          "value": "YOUR_AIRTABLE_BASE_ID"
        },
        "table": {
          "__rl": true,
          "mode": "id",
          "value": "YOUR_AIRTABLE_TABLE_ID"
        },
        "operation": "append"
      },
      "typeVersion": 2.1
    },
    {
      "id": "8bed314d-059d-44b3-b618-3dd290507c26",
      "name": "Alertar al Equipo (Slack)",
      "type": "n8n-nodes-base.slack",
      "position": [
        96,
        336
      ],
      "webhookId": "e93cafe0-7f35-4ce8-af4d-b20ef73a6115",
      "parameters": {
        "operation": "send"
      },
      "typeVersion": 2.2
    },
    {
      "id": "dc041629-b53a-41b8-ad97-787bf8196403",
      "name": "Enviar Correo de Confirmación (Caliente)",
      "type": "n8n-nodes-base.emailSend",
      "position": [
        96,
        640
      ],
      "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": "Enviar Correo de Nutrición",
      "type": "n8n-nodes-base.emailSend",
      "position": [
        -512,
        816
      ],
      "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": "Nota: Recepción",
      "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": "Nota: Enrutamiento Inteligente",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -656,
        80
      ],
      "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": "Nota: Acciones",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -224,
        80
      ],
      "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": "Nota: Análisis de IA1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1440,
        512
      ],
      "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": "Nota: Recepción1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -2288,
        80
      ],
      "parameters": {
        "color": 3,
        "width": 768,
        "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"
      },
      "typeVersion": 1
    }
  ],
  "active": false,
  "pinData": {},
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "e2984c20-f71f-4c0a-b36a-6676f406ac62",
  "connections": {
    "437b5f85-504a-4d3a-83e1-d1a757df6333": {
      "ai_languageModel": [
        [
          {
            "node": "3d6667f0-8a10-43eb-b6e2-015e7961ac6c",
            "type": "ai_languageModel",
            "index": 0
          }
        ]
      ]
    },
    "656cff0b-a058-4fdb-8fd1-da3deb7a0b24": {
      "main": [
        [
          {
            "node": "3d6667f0-8a10-43eb-b6e2-015e7961ac6c",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "ab747fea-dafa-42f9-a9b3-484023977da7": {
      "main": [
        [
          {
            "node": "bc9abb67-6fa7-4cbe-955f-b90c6af29d68",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "8ab50b21-c1c1-44f4-a73d-c3b3f867b191",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "521d3066-5891-4543-b9a2-d86a0b1c9440": {
      "ai_outputParser": [
        [
          {
            "node": "3d6667f0-8a10-43eb-b6e2-015e7961ac6c",
            "type": "ai_outputParser",
            "index": 0
          }
        ]
      ]
    },
    "5faded1e-4091-4a33-8acb-670c7af221a9": {
      "main": [
        [
          {
            "node": "656cff0b-a058-4fdb-8fd1-da3deb7a0b24",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "a7fe2e16-0890-4732-8466-9cd08b12acc7": {
      "main": [
        [
          {
            "node": "5faded1e-4091-4a33-8acb-670c7af221a9",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "3d6667f0-8a10-43eb-b6e2-015e7961ac6c": {
      "main": [
        [
          {
            "node": "ab747fea-dafa-42f9-a9b3-484023977da7",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "bc9abb67-6fa7-4cbe-955f-b90c6af29d68": {
      "main": [
        [
          {
            "node": "8bed314d-059d-44b3-b618-3dd290507c26",
            "type": "main",
            "index": 0
          },
          {
            "node": "dc041629-b53a-41b8-ad97-787bf8196403",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "8ab50b21-c1c1-44f4-a73d-c3b3f867b191": {
      "main": [
        [
          {
            "node": "07f3821f-7d75-480d-819c-1cdb07b22f9c",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}
Preguntas frecuentes

¿Cómo usar este flujo de trabajo?

Copie el código de configuración JSON de arriba, cree un nuevo flujo de trabajo en su instancia de n8n y seleccione "Importar desde JSON", pegue la configuración y luego modifique la configuración de credenciales según sea necesario.

¿En qué escenarios es adecuado este flujo de trabajo?

Avanzado - Creación de contenido, IA Multimodal

¿Es de pago?

Este flujo de trabajo es completamente gratuito, puede importarlo y usarlo directamente. Sin embargo, tenga en cuenta que los servicios de terceros utilizados en el flujo de trabajo (como la API de OpenAI) pueden requerir un pago por su cuenta.

Información del flujo de trabajo
Nivel de dificultad
Avanzado
Número de nodos17
Categoría2
Tipos de nodos11
Descripción de la dificultad

Adecuado para usuarios avanzados, flujos de trabajo complejos con 16+ nodos

Autor
Xavier Tai

Xavier Tai

@xaviertai

Hey 👋 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!

Enlaces externos
Ver en n8n.io

Compartir este flujo de trabajo

Categorías

Categorías: 34