Automate lead intake and qualification
Collect leads, score fit, route qualified opportunities, and send personalized next-step messages.
Setup time
2 hours
Time saved
3-8 hours
Best for
Small businesses, Agencies, Consultants
Tools
Typeform, Dify, HubSpot, Zapier
Overview
This workflow turns an intake form into a simple qualification engine, reducing manual screening and faster follow-up.
When to use this workflow
Tools you need
Typeform
Forms
Form builder for lead capture, research surveys, intake forms, and customer feedback.
Visit websiteDify
AI app builder
Open-source platform for building LLM apps, RAG knowledge bases, agents, and AI workflows.
Visit websiteHubSpot
CRM
CRM platform for contacts, pipelines, marketing automation, and sales workflows.
Visit websiteZapier
Automation
No-code automation platform for connecting apps and moving data between tools.
Visit websiteStep-by-step workflow
Design the intake form
Ask for company, problem, budget, urgency, tools used, and what success would look like.
Tool used
Typeform
Expected output
A qualification-focused form.
Score the lead
Use AI to score each submission by fit, urgency, budget signal, and implementation complexity.
Tool used
Dify
Expected output
A lead score with explanation.
Route the record
Send high-fit leads to CRM and lower-fit leads to a nurture list or resource email.
Tool used
Zapier
Expected output
Automated routing rules.
Send the next step
Generate a personalized reply that reflects the user's specific problem and recommends next action.
Tool used
HubSpot
Expected output
A follow-up email or task.
Prompt templates
Lead scoring prompt
Score this lead from 1-5 for fit, urgency, budget, clarity, and implementation complexity. Explain the score and recommend next step. Submission: [paste]Personalized reply
Write a short reply to this lead. Reflect their goal, ask one clarifying question if needed, and suggest the next step. Submission: [paste]Automation ideas
- Create CRM tasks only for qualified leads
- Send low-fit leads a resource sequence
- Notify sales when urgency is high
Common mistakes
- Asking too many form questions
- Scoring without clear ICP criteria
- Delaying the first response
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