HIMEXA.
Get Started
Business Automationadvanced~3h setup

Lead Generation Automation Workflow

Capture, enrich, score and route every inbound lead without touching a spreadsheet.

What you'll build

A business automation that turns form submissions into enriched, scored CRM records with a drafted first reply — human-approved before anything is sent. The pattern generalizes to most inbound pipelines.

What you end up with

New enquiries land enriched and scored in your CRM with a first-touch draft waiting for review — follow-ups stop depending on whether anyone remembered.

Workflow steps

  1. Capture

    Centralize every lead source

    Route website forms, newsletter signups and social DMs into one intake workflow so nothing lives only in an inbox.

    n8n

    Open-source workflow automation with AI agent nodes.

    Visit ↗

    Alternative: zapier

  2. Enrich

    Enrich and summarize each lead

    An AI step inside the workflow summarizes who the lead is, what they asked for, and any public context — written to the CRM record.

    n8n

    Open-source workflow automation with AI agent nodes.

    Visit ↗

  3. Score

    Score against your ideal profile

    Classify each lead against 3–4 explicit criteria you define (budget signal, use-case fit, urgency). Explicit criteria keep scoring auditable.

    ChatGPT

    General-purpose AI assistant for writing, analysis and everyday tasks.

    Visit ↗

  4. Draft

    Draft the first reply — human sends it

    Generate a personalized first response as a draft. A human approves and sends; the automation prepares, people decide.

    Claude

    AI assistant known for long documents, careful writing and coding.

    Visit ↗

  5. Notify

    Route hot leads instantly

    High-score leads trigger an immediate team notification with the summary and draft attached. Everything else lands in a daily digest.

    n8n

    Open-source workflow automation with AI agent nodes.

    Visit ↗