Sales & CRM template
AI lead qualification to HubSpot
Score every inbound lead with AI, create hot leads in HubSpot and alert sales in Slack within seconds.
- Starts from a webhook
- 1 AI step
- For sales teams, founders
What it does
The whole workflow, at a glance.
Every form submission is scored by AI for fit and intent. Leads scoring 70 or more are created as HubSpot contacts with the score and a short summary, and your sales channel gets a Slack alert. Lower-scoring leads are kept for nurture so nobody gets cold-called too early.
- TriggerNew lead form
- AI stepScore the lead
- LogicHot or nurture?
- Hot lead:Create HubSpot contact
- Nurture:Keep for nurture
- App callCreate HubSpot contact
- OutputAlert the sales channel
- OutputKeep for nurture
This is the workflow that opens in your canvas. Every step can be edited, moved or removed.
Step by step
What happens on each run.
- Step 1New lead formYour website or ad form posts each new lead to the workflow's webhook URL.
- Step 2Score the leadAI reads the form answers and scores fit and intent from 0 to 100, with a one-line reason.
- Step 3Hot or nurture?Leads scoring 70 or more go to sales right away; the rest are kept for nurture.
- Step 4Create HubSpot contactCreates the contact in HubSpot with the AI score and summary in the notes.
- Step 5Alert the sales channelPosts the hot lead, score and reason to your sales channel.
- Step 6Keep for nurtureLower-scoring leads are kept in the run history for your nurture list.
Apps and AI
What it connects to.
Apps
Swap any of them for another app: connect it in Settings → Integrations, or call its API with an HTTP step and a key from the credential vault.
AI on your own key
Works with any of the 14 providers you can connect. AI steps use your provider's default model until you pick another, and you pay your provider directly, at cost.
- OpenAI
- Anthropic
- Google Gemini
- Mistral
- Groq
- xAI
- DeepSeek
- OpenRouter
- Together AI
- Fireworks AI
- Azure OpenAI
- AWS Bedrock
- Google Vertex AI
- Any OpenAI-compatible endpoint
Setup checklist
Before you switch it on.
The canvas highlights anything still missing, and Dry Run works before any of this is done.
- Point your lead form (website, Typeform, ad forms) at the workflow's webhook URL, shown on the trigger once activated.
- Connect an AI provider in Settings → AI Providers (any of the 14, on your own key).
- Save a HubSpot private app token as a Bearer credential in Settings → Integrations, then pick it in “Create HubSpot contact”.
- Connect Slack in Settings → Integrations, pick the connection in “Alert the sales channel” and set your channel.
- Adjust the score threshold (70) on the router if you want more or fewer hot leads.
FAQ
Questions about this template.
Can I change how leads are scored?
Yes. The scoring rules are plain English in the AI step's system prompt. Edit them to match your ideal customer.
What happens to leads below the threshold?
They're kept in the run history. You can add a step to send them to a nurture list or a sheet instead.
Is it free to try?
Yes. Create a free account with no credit card and the template opens in your canvas. Build and Dry Run it free; run it live on any paid plan from $39/mo.
Which AI model does it use?
Whichever provider you connect. The AI step uses the default model of your connected provider (any of 14, on your own key), and you can pick a different model for each step.
Can I test it before it touches real data?
Yes. Dry Run walks through every step with simulated AI and app calls, so you can see the path it takes before you activate the trigger.
Open “AI lead qualification to HubSpot” in your canvas.
Free account, no credit card. Connect your apps and AI key and dry run it, then switch it on with a paid plan from $39/mo.