This workflow corresponds to n8n.io template #9162 — we link there as the canonical source.
This workflow follows the Agent → Airtable recipe pattern — see all workflows that pair these two integrations.
The workflow JSON
Copy or download the full n8n JSON below. Paste it into a new n8n workflow, add your credentials, activate. Full import guide →
{
"nodes": [
{
"id": "b0cc5f9e-3066-4d8b-b5a5-80ad8b249d08",
"name": "Form Submission5",
"type": "n8n-nodes-base.webhook",
"position": [
2192,
5472
],
"parameters": {
"path": "lead-intake",
"options": {},
"httpMethod": "POST",
"responseMode": "lastNode"
},
"typeVersion": 2
},
{
"id": "3e0bf932-2b5e-44a5-ba9e-2c3a716eb672",
"name": "AI Lead Analysis Agent5",
"type": "@n8n/n8n-nodes-langchain.agent",
"position": [
2416,
5472
],
"parameters": {
"text": "=Analyze this lead submission and provide a JSON response with the following structure:\n\n{\n \"qualification_score\": [0-100 integer],\n \"buying_intent\": \"high\" | \"medium\" | \"low\",\n \"urgency_level\": \"immediate\" | \"this_week\" | \"this_month\" | \"exploratory\",\n \"budget_indicator\": \"enterprise\" | \"mid-market\" | \"small_business\" | \"unknown\",\n \"pain_points\": [\"list of identified pain points\"],\n \"recommended_action\": \"immediate_call\" | \"schedule_demo\" | \"nurture_sequence\" | \"disqualify\",\n \"summary\": \"2-3 sentence summary for sales team\"\n}\n\nLead Information:\nName: {{ $json.body.name }}\nEmail: {{ $json.body.email }}\nCompany: {{ $json.body.company }}\nMessage: {{ $json.body.message }}\nPhone: {{ $json.body.phone || 'Not provided' }}\nWebsite: {{ $json.body.website || 'Not provided' }}\n\n**IMPORTANT INSTRUCTIONS:**\n1. If website or email domain is available, USE the clearbit_enrichment tool to get company data\n2. Company size and revenue data are CRITICAL for accurate scoring\n3. Extract the domain from website URL or email address\n4. Call tool format: {\"domain\": \"company.com\"}\n5. Use enrichment data in your qualification scoring",
"options": {
"systemMessage": "You are an expert B2B lead qualification analyst with access to company enrichment tools.\n\nANALYSIS FRAMEWORK:\n1. ALWAYS use the clearbit_enrichment tool when you have a company domain\n2. Score leads based on weighted criteria:\n - Company size (30%): Enterprise (500+) = high score, SMB (<50) = medium/low\n - Buying signals (25%): Budget mentions, timeline, decision authority\n - Urgency (20%): Immediate needs score higher than exploratory\n - Budget fit (15%): Enterprise budget indicators vs small business\n - Pain severity (10%): Critical business problems vs nice-to-haves\n\n3. Scoring guidelines:\n - 90-100: Enterprise company + immediate urgency + clear budget + severe pain\n - 80-89: Large company (500+) OR immediate urgency with clear need\n - 70-79: Mid-market (50-500) with good intent OR enterprise with low urgency\n - 60-69: Small business with strong signals OR larger company vague inquiry\n - Below 60: Unqualified, unclear needs, no budget indicators\n\n4. Action recommendations:\n - immediate_call: Score 85+, clear urgency\n - schedule_demo: Score 70-84, good fit but less urgent\n - nurture_sequence: Score 50-69, potential but not ready\n - disqualify: Score <50, poor fit\n\nProvide objective, data-driven recommendations. Sales teams need clear, actionable guidance."
},
"promptType": "define",
"hasOutputParser": true
},
"typeVersion": 1.7
},
{
"id": "e8a07af0-8c70-4ba2-bfb5-1e280aaa4a2a",
"name": "High Quality Lead?5",
"type": "n8n-nodes-base.if",
"position": [
3200,
5472
],
"parameters": {
"options": {},
"conditions": {
"options": {
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "qual-score-check",
"operator": {
"type": "number",
"operation": "gte"
},
"leftValue": "={{ $json.qualification_score }}",
"rightValue": 70
}
]
}
},
"typeVersion": 2
},
{
"id": "1d242346-2105-4bf2-890e-4ccb14d13283",
"name": "When called by another workflow",
"type": "n8n-nodes-base.executeWorkflowTrigger",
"position": [
656,
5584
],
"parameters": {},
"typeVersion": 1.1
},
{
"id": "30c2a7e3-5a34-477e-a7c4-cfbc3a0b4446",
"name": "Clearbit API",
"type": "n8n-nodes-base.httpRequest",
"position": [
880,
5584
],
"parameters": {
"url": "=https://company.clearbit.com/v2/companies/find?domain={{ $json.domain }}",
"options": {
"response": {
"response": {
"neverError": true
}
}
},
"authentication": "genericCredentialType",
"genericAuthType": "httpHeaderAuth"
},
"credentials": {
"httpHeaderAuth": {
"name": "<your credential>"
}
},
"typeVersion": 4.2
},
{
"id": "9853452d-465b-4ff2-97e9-c1e1275b3410",
"name": "Company Found?",
"type": "n8n-nodes-base.if",
"position": [
1104,
5584
],
"parameters": {
"options": {},
"conditions": {
"options": {
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
},
"combinator": "and",
"conditions": [
{
"id": "success-check",
"operator": {
"type": "string",
"operation": "notEmpty"
},
"leftValue": "={{ $json.name }}",
"rightValue": ""
}
]
}
},
"typeVersion": 2
},
{
"id": "f0befc3a-24f8-4042-bac7-53b2eb2df52f",
"name": "Format Data",
"type": "n8n-nodes-base.code",
"position": [
1312,
5488
],
"parameters": {
"jsCode": "const c = $input.first().json;\n\nreturn {\n json: {\n success: true,\n company_name: c.name,\n domain: c.domain,\n employees: c.metrics?.employees || 0,\n employee_range: c.metrics?.employeesRange || 'Unknown',\n industry: c.category?.industry || 'Unknown',\n sector: c.category?.sector,\n description: c.description,\n location: [c.geo?.city, c.geo?.stateCode, c.geo?.country].filter(Boolean).join(', '),\n founded: c.foundedYear,\n annual_revenue: c.metrics?.annualRevenue,\n funding: c.metrics?.raised,\n tech: (c.tech || []).slice(0, 10).join(', '),\n summary: `${c.name} - ${c.category?.industry || 'company'}, ${c.metrics?.employeesRange || 'unknown size'}, ${c.geo?.city || 'location unknown'}`\n }\n};"
},
"typeVersion": 2
},
{
"id": "25fb30f0-00d0-4efe-ac31-0a2e00b87278",
"name": "No Data",
"type": "n8n-nodes-base.code",
"position": [
1312,
5696
],
"parameters": {
"jsCode": "return {\n json: {\n success: false,\n domain: $('When called by another workflow').first().json.domain,\n error: 'Company not found',\n summary: 'No data available'\n }\n};"
},
"typeVersion": 2
},
{
"id": "03a31c3b-426f-4c30-afab-bf958b6778c0",
"name": "Sticky Note1",
"type": "n8n-nodes-base.stickyNote",
"position": [
2576,
6192
],
"parameters": {
"width": 1008,
"height": 944,
"content": "## \ud83c\udfaf AI Lead Qualifier + CRM Intelligence\n\n### \ud83d\udccb Setup Instructions\n\n**Step 1: Import Sub-Workflow**\n1. Create a NEW workflow in n8n\n2. Import `clearbit-enrichment-tool.json` (separate file)\n3. Activate it and copy its Workflow ID\n4. Paste ID into \"Clearbit Enrichment Tool\" node below\n\n**Step 2: Configure Integrations**\n\ud83d\udd39 **Slack Channels** (2 required)\n \u2022 Sales channel: Right-click \u2192 View details \u2192 Copy Channel ID\n \u2022 Review channel: Same process for second channel\n \u2022 Replace `REPLACE_WITH_SLACK_SALES_CHANNEL_ID`\n \u2022 Replace `REPLACE_WITH_SLACK_REVIEW_CHANNEL_ID`\n\n\ud83d\udd39 **Airtable Setup**\n \u2022 Base ID: Copy from URL \u2192 `appXXXXXXXXXXXXXX`\n \u2022 Table ID: Copy from URL \u2192 `tblYYYYYYYYYYYY`\n \u2022 Create these columns: Name, Email, Company, Phone, Website, Qualification_Score, Buying_Intent, Urgency, Budget, AI_Summary, Pain_Points, Recommended_Action, Status, Submitted_Date\n\n\ud83d\udd39 **HubSpot Custom Properties**\n \u2022 Settings \u2192 Properties \u2192 Contact Properties \u2192 Create:\n \u2022 qualification_score (Number)\n \u2022 buying_intent (Dropdown: high, medium, low)\n \u2022 urgency_level (Dropdown: immediate, this_week, this_month, exploratory)\n \u2022 budget_indicator (Dropdown: enterprise, mid-market, small_business, unknown)\n \u2022 ai_summary (Multi-line text)\n \u2022 pain_points (Multi-line text)\n \u2022 recommended_action (Dropdown: immediate_call, schedule_demo, nurture_sequence, disqualify)\n\n**Step 3: Add Credentials**\n\u2713 OpenAI (GPT-4o)\n\u2713 Clearbit API (see sub-workflow setup)\n\u2713 HubSpot OAuth2\n\u2713 Slack OAuth2\n\u2713 Airtable Token\n\n---\n\n### \u2699\ufe0f How It Works\n**Webhook** \u2192 **AI Analysis** \u2192 **Quality Check** \u2192 **Route**\n\u2022 Score \u226570: HubSpot + Sales Alert\n\u2022 Score <70: Airtable Log + Manual Review"
},
"typeVersion": 1
},
{
"id": "1bb8ccb4-f383-4af5-b29f-4ef79c52c415",
"name": "Sticky Note2",
"type": "n8n-nodes-base.stickyNote",
"position": [
544,
6176
],
"parameters": {
"width": 960,
"height": 944,
"content": "## \ud83c\udfe2 Clearbit Company Enrichment Tool\n\n### \u26a0\ufe0f Important: This is a Sub-Workflow\n\n**Purpose:** Called by the main AI Lead Qualifier workflow to fetch company data.\n\n---\n\n### \ud83d\udd27 Setup Steps\n\n**1. Get Clearbit API Key**\n\u2022 Sign up at [clearbit.com](https://clearbit.com)\n\u2022 Dashboard \u2192 API \u2192 Copy your API key\n\u2022 Note: Free tier available for testing\n\n**2. Create n8n Credential**\n\u2022 Type: **HTTP Header Auth**\n\u2022 Header Name: `Authorization`\n\u2022 Header Value: `Bearer YOUR_TOKEN_HERE`\n\u2022 Save as \"Clearbit API\"\n\n**3. Activate This Workflow**\n\u2022 Click \"Active\" toggle (top right)\n\u2022 Copy the Workflow ID from URL or settings\n\u2022 Paste into main workflow's \"Clearbit Enrichment Tool\" node\n\n---\n\n### \ud83d\udcca What It Returns\nCompany name, size, industry, revenue, location, tech stack, and business summary for AI qualification scoring."
},
"typeVersion": 1
},
{
"id": "b000c32e-e629-4b96-807a-dd4566bd2475",
"name": "Log to Airtable",
"type": "n8n-nodes-base.airtable",
"position": [
3424,
5568
],
"parameters": {
"base": {
"__rl": true,
"mode": "id",
"value": "REPLACE_WITH_AIRTABLE_BASE_ID"
},
"table": {
"__rl": true,
"mode": "id",
"value": "REPLACE_WITH_AIRTABLE_TABLE_ID"
},
"columns": {
"value": {
"Name": "={{ $json.name }}",
"Email": "={{ $json.email }}",
"Phone": "={{ $json.phone }}",
"Budget": "={{ $json.budget_indicator }}",
"Status": "Needs Review",
"Company": "={{ $json.company }}",
"Urgency": "={{ $json.urgency_level }}",
"Website": "={{ $json.website }}",
"AI_Summary": "={{ $json.ai_summary }}",
"Pain_Points": "={{ $json.pain_points.join(', ') }}",
"Buying_Intent": "={{ $json.buying_intent }}",
"Submitted_Date": "={{ $json.submission_date }}",
"Recommended_Action": "={{ $json.recommended_action }}",
"Qualification_Score": "={{ $json.qualification_score }}"
},
"mappingMode": "defineBelow"
},
"options": {},
"operation": "create"
},
"typeVersion": 2
},
{
"id": "593649f8-282c-4a38-ac35-02b5e97b443d",
"name": "Request Manual Review",
"type": "n8n-nodes-base.slack",
"position": [
3648,
5568
],
"parameters": {
"text": "=\ud83d\udccb *Lead Review Required - Score: {{ $json.qualification_score }}/100*\n\nThis lead scored below the qualification threshold (70) and needs manual review.\n\n*Lead Details:*\n\u2022 Name: {{ $json.name }}\n\u2022 Company: {{ $json.company }}\n\u2022 Email: {{ $json.email }}\n\u2022 Phone: {{ $json.phone || 'Not provided' }}\n\n*Qualification Analysis:*\n\u2022 Score: {{ $json.qualification_score }}/100\n\u2022 Buying Intent: {{ $json.buying_intent }}\n\u2022 Urgency: {{ $json.urgency_level }}\n\u2022 Budget: {{ $json.budget_indicator }}\n\n*AI Summary:*\n{{ $json.ai_summary }}\n\n*Original Message:*\n{{ $json.message }}\n\n---\nReply with your decision:\n\u2705 Pursue this lead\n\u274c Disqualify\n\ud83d\udcac Request more information",
"select": "channel",
"channelId": {
"__rl": true,
"mode": "id",
"value": "REPLACE_WITH_SLACK_REVIEW_CHANNEL_ID"
},
"otherOptions": {
"includeLinkToWorkflow": false
},
"authentication": "oAuth2"
},
"credentials": {
"slackOAuth2Api": {
"name": "<your credential>"
}
},
"typeVersion": 2.2
},
{
"id": "46b30b45-1610-48b3-93d2-bf32c4b09134",
"name": "Notify Sales Team",
"type": "n8n-nodes-base.slack",
"position": [
3648,
5376
],
"parameters": {
"text": "=\ud83d\udea8 *HOT LEAD ALERT - Score: {{ $json.qualification_score }}/100*\n\n*Lead Information:*\n\u2022 Name: {{ $json.name }}\n\u2022 Company: {{ $json.company }}\n\u2022 Email: {{ $json.email }}\n\u2022 Phone: {{ $json.phone || 'Not provided' }}\n\u2022 Website: {{ $json.website || 'Not provided' }}\n\n*AI Qualification Analysis:*\n\u2022 Qualification Score: *{{ $json.qualification_score }}/100*\n\u2022 Buying Intent: {{ $json.buying_intent.toUpperCase() }}\n\u2022 Urgency Level: {{ $json.urgency_level.replace('_', ' ').toUpperCase() }}\n\u2022 Budget Indicator: {{ $json.budget_indicator.replace('_', ' ').toUpperCase() }}\n\n*Pain Points Identified:*\n{{ $json.pain_points.map(p => '\u2022 ' + p).join('\\n') }}\n\n*AI Summary:*\n{{ $json.ai_summary }}\n\n*Recommended Action:* {{ $json.recommended_action.replace('_', ' ').toUpperCase() }}\n\n*Submitted:* {{ new Date($json.submission_date).toLocaleString() }}\n\n---\n_Qualified by AI Agent | Powered by GPT-4o_",
"select": "channel",
"channelId": {
"__rl": true,
"mode": "id",
"value": "REPLACE_WITH_SLACK_SALES_CHANNEL_ID"
},
"otherOptions": {
"includeLinkToWorkflow": false
},
"authentication": "oAuth2"
},
"credentials": {
"slackOAuth2Api": {
"name": "<your credential>"
}
},
"typeVersion": 2.2
},
{
"id": "aa50b6a2-0240-45b2-b429-f17745e753fd",
"name": "Add to HubSpot CRM",
"type": "n8n-nodes-base.hubspot",
"position": [
3424,
5376
],
"parameters": {
"email": "={{ $json.email }}",
"options": {},
"additionalFields": {
"customPropertiesUi": {
"customPropertiesValues": [
{
"value": "={{ $json.qualification_score }}",
"property": "qualification_score"
},
{
"value": "={{ $json.buying_intent }}",
"property": "buying_intent"
},
{
"value": "={{ $json.urgency_level }}",
"property": "urgency_level"
},
{
"value": "={{ $json.budget_indicator }}",
"property": "budget_indicator"
},
{
"value": "={{ $json.ai_summary }}",
"property": "ai_summary"
},
{
"value": "={{ $json.pain_points.join(', ') }}",
"property": "pain_points"
},
{
"value": "={{ $json.recommended_action }}",
"property": "recommended_action"
}
]
}
}
},
"typeVersion": 2
},
{
"id": "5da79ef6-b456-4a0f-a1d4-830d40eca62c",
"name": "Structure Lead Data",
"type": "n8n-nodes-base.code",
"position": [
2976,
5472
],
"parameters": {
"jsCode": "// Parse AI Agent output and structure data for downstream nodes\nconst aiResponse = JSON.parse($input.first().json.output);\nconst leadData = $('Form Submission5').first().json.body;\n\nreturn {\n json: {\n // Original lead information\n name: leadData.name,\n email: leadData.email,\n company: leadData.company,\n phone: leadData.phone || '',\n website: leadData.website || '',\n message: leadData.message || '',\n \n // AI qualification results\n qualification_score: aiResponse.qualification_score,\n buying_intent: aiResponse.buying_intent,\n urgency_level: aiResponse.urgency_level,\n budget_indicator: aiResponse.budget_indicator,\n pain_points: aiResponse.pain_points,\n recommended_action: aiResponse.recommended_action,\n ai_summary: aiResponse.summary,\n \n // Metadata\n submission_date: new Date().toISOString(),\n source: 'website_form',\n workflow_version: '2025-pro',\n \n // Extract domain for potential enrichment\n domain: leadData.website \n ? new URL(leadData.website).hostname.replace('www.', '')\n : leadData.email.split('@')[1]\n }\n};"
},
"typeVersion": 2
},
{
"id": "1a41a3f7-359e-4b13-8deb-2ad9000b901f",
"name": "OpenAI Chat Model",
"type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
"position": [
2544,
5904
],
"parameters": {
"model": "gpt-4o",
"options": {
"maxTokens": 1000,
"temperature": 0.3,
"responseFormat": "json_object"
}
},
"credentials": {
"openAiApi": {
"name": "<your credential>"
}
},
"typeVersion": 1
},
{
"id": "6d783ecf-ee31-4f13-8d2a-e605660c06c1",
"name": "Clearbit Enrichment Tool",
"type": "@n8n/n8n-nodes-langchain.toolWorkflow",
"position": [
2480,
5696
],
"parameters": {
"name": "clearbit_enrichment",
"workflowId": {
"__rl": true,
"mode": "id",
"value": "REPLACE_WITH_CLEARBIT_WORKFLOW_ID",
"cachedResultName": "Clearbit Company Enrichment Tool"
},
"description": "Enriches company data using Clearbit Company API. Call this tool whenever you have a company domain (extracted from website URL or email address). Input format: {\"domain\": \"stripe.com\"}. Returns: company name, employee count, employee range, industry, sector, annual revenue, funding raised, tech stack, location, and business description. This data is ESSENTIAL for accurate lead qualification scoring - company size alone accounts for 30% of the qualification score.",
"specifyInputSchema": true
},
"typeVersion": 1.1
},
{
"id": "b8662b37-43ca-4c8a-9208-570f49be018e",
"name": "Structured Output Parser",
"type": "@n8n/n8n-nodes-langchain.outputParserStructured",
"position": [
2608,
5696
],
"parameters": {
"autoFix": true,
"schemaType": "manual",
"inputSchema": "{\n \"type\": \"object\",\n \"properties\": {\n \"qualification_score\": {\n \"type\": \"number\",\n \"description\": \"Lead qualification score from 0-100\"\n },\n \"buying_intent\": {\n \"type\": \"string\",\n \"enum\": [\"high\", \"medium\", \"low\"],\n \"description\": \"Assessed buying intent level\"\n },\n \"urgency_level\": {\n \"type\": \"string\",\n \"enum\": [\"immediate\", \"this_week\", \"this_month\", \"exploratory\"],\n \"description\": \"Timeline urgency\"\n },\n \"budget_indicator\": {\n \"type\": \"string\",\n \"enum\": [\"enterprise\", \"mid-market\", \"small_business\", \"unknown\"],\n \"description\": \"Budget tier indicator\"\n },\n \"pain_points\": {\n \"type\": \"array\",\n \"items\": {\n \"type\": \"string\"\n },\n \"description\": \"List of identified pain points\"\n },\n \"recommended_action\": {\n \"type\": \"string\",\n \"enum\": [\"immediate_call\", \"schedule_demo\", \"nurture_sequence\", \"disqualify\"],\n \"description\": \"Recommended next action\"\n },\n \"summary\": {\n \"type\": \"string\",\n \"description\": \"2-3 sentence summary for sales team\"\n }\n },\n \"required\": [\"qualification_score\", \"buying_intent\", \"urgency_level\", \"budget_indicator\", \"pain_points\", \"recommended_action\", \"summary\"]\n}"
},
"typeVersion": 1.3
}
],
"connections": {
"Clearbit API": {
"main": [
[
{
"node": "Company Found?",
"type": "main",
"index": 0
}
]
]
},
"Company Found?": {
"main": [
[
{
"node": "Format Data",
"type": "main",
"index": 0
}
],
[
{
"node": "No Data",
"type": "main",
"index": 0
}
]
]
},
"Log to Airtable": {
"main": [
[
{
"node": "Request Manual Review",
"type": "main",
"index": 0
}
]
]
},
"Form Submission5": {
"main": [
[
{
"node": "AI Lead Analysis Agent5",
"type": "main",
"index": 0
}
]
]
},
"OpenAI Chat Model": {
"ai_languageModel": [
[
{
"node": "AI Lead Analysis Agent5",
"type": "ai_languageModel",
"index": 0
},
{
"node": "Structured Output Parser",
"type": "ai_languageModel",
"index": 0
}
]
]
},
"Add to HubSpot CRM": {
"main": [
[
{
"node": "Notify Sales Team",
"type": "main",
"index": 0
}
]
]
},
"High Quality Lead?5": {
"main": [
[
{
"node": "Add to HubSpot CRM",
"type": "main",
"index": 0
}
],
[
{
"node": "Log to Airtable",
"type": "main",
"index": 0
}
]
]
},
"Structure Lead Data": {
"main": [
[
{
"node": "High Quality Lead?5",
"type": "main",
"index": 0
}
]
]
},
"AI Lead Analysis Agent5": {
"main": [
[
{
"node": "Structure Lead Data",
"type": "main",
"index": 0
}
]
]
},
"Clearbit Enrichment Tool": {
"ai_tool": [
[
{
"node": "AI Lead Analysis Agent5",
"type": "ai_tool",
"index": 0
}
]
]
},
"Structured Output Parser": {
"ai_outputParser": [
[
{
"node": "AI Lead Analysis Agent5",
"type": "ai_outputParser",
"index": 0
}
]
]
},
"When called by another workflow": {
"main": [
[
{
"node": "Clearbit API",
"type": "main",
"index": 0
}
]
]
}
}
}
Credentials you'll need
Each integration node will prompt for credentials when you import. We strip credential IDs before publishing — you'll add your own.
httpHeaderAuthopenAiApislackOAuth2Api
For the full experience including quality scoring and batch install features for each workflow upgrade to Pro
About this workflow
• Webhook receives lead form submissions from your website • AI Agent (GPT-4o) analyzes lead quality using intelligent scoring framework • Clearbit enriches company data automatically (employee count, industry, revenue) • Qualification score (0-100) determines routing:…
Source: https://n8n.io/workflows/9162/ — original creator credit. Request a take-down →
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This n8n workflow streamlines the onboarding process for new customers by automating personalized email communication, calendar scheduling, and contact assignment in HubSpot. It is perfect for busines