SmartScore Lead Enrichment Engine Using AI

👉 Use This Workflow

Workflow Description

Here’s how this Agent works:
1️⃣ Capture and Format Leads

2️⃣ Filter Non-Business Emails

3️⃣ Enrich Lead and Company Data

4️⃣ Score Leads and Send to HubSpot

5️⃣ Log Enriched Leads

🛠️ Step-by-Step Breakdown (Node View)

STEP 1 – Capture and Format Leads

• Node 1: New Typeform Lead – Triggers when a new Typeform submission is received. Captures Name, Email, Phone, and Message.
• Node 2: Log Raw Lead – Saves raw lead data to Google Sheets for backup and record-keeping.
• Node 3: Store Basic Info (Airtable) – Upserts lead into Airtable using Email as the key to prevent duplicates.
• Node 4: Format Incoming Data – Cleans and formats incoming lead data, extracts key fields, tags source, and extracts domain from email.

STEP 2 – Filter Non-Business Emails

• Node 5: Filter Non-Business Emails – Checks if the email domain is a business domain (non-gmail.com) and allows only business emails to proceed.

STEP 3 – Enrich Lead and Company Data

• Node 6: LLM (OpenAI) – Supplies GPT-4o-mini model for downstream AI processing.
• Node 7: Enrich Company Info (AI) – AI agent enriches company data using the domain. Returns fields like company_name, industry, headquarters, employee_count, website, LinkedIn, and description.
• Node 8: Merge Enriched Lead Profile – Combines formatted lead data with enriched company information. Adds metadata such as enrichment timestamp and workflow ID.

STEP 4 – Score Leads and Send to HubSpot

• Node 9: AI Lead Scorer – Scores lead quality on a scale of 1–10 considering company size, industry fit, contact source, and domain reputation.
• Node 10: Send to HubSpot CRM – Creates or updates the contact in HubSpot CRM with enriched information and lead score.

STEP 5 – Log Enriched Leads

• Node 11: Save Enriched Lead – Logs fully enriched and scored lead into Google Sheets, including contact info, company info, and lead score for reporting and tracking.

💡 Why is this powerful?

• Captures and centralizes leads automatically from Typeform.
• Filters out non-business emails to maintain lead quality.
• Enriches company information using AI for better insight.
• Scores leads based on potential to convert, enabling prioritization.
• Integrates seamlessly with HubSpot and Google Sheets for CRM and reporting.
• Fully automated workflow reduces manual data entry and ensures consistency.