Sales and Leads

Qualify inbound leads and log them to your CRM

Score every web-form lead against your ideal customer, log it to Google Sheets, create it in your CRM and alert sales about hot ones.

Use this template Compare plans

Included in Pro and aboveStarter workspaces can read this template but not deploy it.

Setup
About 20 min
Level
Beginner
Type
Agentic workflow
Region
Global
Updated
By
The Cadrix team
Workflow diagram for Qualify inbound leads and log them to your CRM: OpenRouter → Condition → Custom Function → Direct Reply → Gmail → Google Sheets → and more. Branches are labelled where the flow splits.
The workflow as it appears on the Cadrix canvas. The full workflow is deployed into your workspace, not offered as a download.

About this template

Every enquiry that lands on your website form, ad lead form or landing page gets read, scored and filed within seconds, so your sales team starts the day with a ranked list instead of a raw inbox.

The flow takes the form submission from a webhook, asks an AI model to score it from 0 to 100 against the ideal customer profile you write, and explains the score in plain words. Spam and test submissions are caught and kept out of your CRM. Every submission, spam included, is logged in a Google Sheet so you can audit how it is scoring.

Real leads are then created in your CRM through a simple HTTP call, which works with any CRM or automation tool that accepts JSON (a Zapier or Make catch hook, a HubSpot or Airtable API endpoint, your own system). Leads at or above your hot threshold also trigger an email to your sales inbox, including a draft reply for a person to review. The flow never contacts the lead itself.

How it works

  1. Receive the form

    Your form, ad platform or automation tool posts the lead (name, email, phone, company, message, source) to the flow webhook. The flow acknowledges the form straight away and works in the background.

  2. Score and classify

    An AI model scores the lead from 0 to 100 against your ideal customer profile and offer, assigns hot, warm, cold or spam, and writes short reasons. Text in the form is treated as data, never as instructions.

  3. Log every submission

    One row per submission is appended to your Google Sheet, including the score, tier and recommended next step. Cells are protected against spreadsheet formula injection.

  4. Filter spam

    Anything classed as spam stops here. It stays in the sheet for audit but is never sent to the CRM or to sales.

  5. Create the CRM record

    Real leads are posted as JSON to your CRM endpoint with the score, reasons, missing information and next step attached.

  6. Alert sales on hot leads

    Leads at or above your threshold trigger an email to your sales address with the summary and a draft reply for a human to review and send.

Frequently asked questions

Anyone can read this page. Deploying the template into your workspace needs a Pro, Team or Enterprise plan. Starter workspaces can browse the library but cannot deploy templates. See plans.

You will connect OpenRouter API key, Google Sheets, Gmail (sales alerts) and fill in a few settings. Setup takes about 20 minutes. Your credentials stay in your own workspace.

Yes. Using the template creates a normal workflow in your workspace on the visual canvas. Rename it, edit any step, add approvals, test it and run it like any other workflow. It counts toward your plan’s workflow limit.

Yes. This workflow can send or write to external systems. Review the steps and test it with sample data before you activate it, and consider adding an approval step.

Related templates

More workflows teams use alongside this one.

All Sales and Leads templates

Ready to run it in your workspace?

Every template is open to read. Deploying one into your workspace needs a Pro, Team or Enterprise plan; Starter workspaces can browse the whole library.

Start free Compare plans