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Lead assignment
New leads are scored, assigned and the rep is notified in under 30 seconds.
Every lead to the right person, instantly.
Capture leads from any channel, qualify and score them against your criteria, assign to the right rep, notify instantly, and keep your CRM in two-way sync — no manual data entry, no leads left waiting.
Zero
Manual entry
No one copies form data into the CRM — it flows automatically with two-way sync.
Full
Pipeline visibility
Every lead, status change and outcome is logged and searchable.
Capabilities
What this covers.
Multi-channel capture
Collect leads from forms, ads, chat, phone and email into one normalised pipeline.
Scoring & qualification
Score every lead against your criteria — budget, fit, urgency — and flag high-value opportunities.
Smart assignment
Route leads by territory, product line, availability or round-robin to the right person.
Instant notification
Slack, SMS or email alerts the moment a qualified lead arrives, with all the context attached.
Two-way CRM sync
Your CRM, Sheets, Airtable or Notion stays current without anyone typing. Changes flow both ways.
Pipeline visibility
Every status change, note and outcome is logged so nothing is lost between handoffs.
Included in the build
Everything you need to launch.
- Lead capture integrations from all channels
- Scoring model and qualification rules
- Assignment and routing logic
- Two-way CRM sync workflows
- Notification and alerting setup
- Dashboard and reporting
Works with your stack
n8nHubSpotSalesforceGoogle SheetsAirtableNotionSlackTypeformCal.com
A strong fit for
B2B sales teamsAgenciesReal estateMulti-location businesses
Questions
Before we build.
The practical details teams usually ask first.
Can you connect to our existing CRM?
Yes. We build with HubSpot, Salesforce, Airtable, Notion and Google Sheets most often, and can connect to any CRM with an API.
How does lead scoring work?
We define the scoring model with you — budget, company size, intent signals, channel — and n8n applies it automatically to every incoming lead.
What if a lead comes from a channel we add later?
Adding a new source is a small workflow update. The scoring, routing and CRM sync already exist — we just connect the new input.