AI-Powered Lead Intake & CRM Automation
Automated the entire lead qualification workflow, JWT-secured ingestion, email verification, AI priority scoring, Google Sheets audit logging, and HubSpot CRM sync.
The client was receiving inbound leads from multiple channels with no standardised validation or qualification process. Sales teams spent hours reviewing submissions, verifying emails, updating spreadsheets, and manually creating CRM contacts.
Client feedback“Before this, our sales team was spending hours every day just cleaning up lead data and manually pushing contacts into HubSpot. Silver Axis built us something that just runs. Leads come in, get verified, get scored, and land in the CRM ready to action. It has genuinely changed how our team operates.”
The transformation
What the client was dealing with, and what we replaced it with.
- Leads arrived from web forms, email, and third-party sources with no unified intake process
- Sales teams spent hours daily reviewing, verifying, and manually entering leads into the CRM
- No email validation meant bad data and bounced outreach
- Delayed response times, leads would sit unactioned overnight and over weekends
- Duplicate CRM records from inconsistent manual entry
- No audit trail or visibility into lead quality over time
- JWT-authenticated webhook secures lead ingestion from any external source
- Hunter.io verifies email deliverability and domain reputation in real time
- OpenAI analyses the inquiry message and assigns a priority level (High / Medium / Low)
- All lead data, verification results, and AI insights are logged to Google Sheets
- Qualified leads are automatically created or updated in HubSpot CRM
- Conditional routing handles edge cases, unverified emails are flagged, not silently dropped
How we built it
- 1
Architected the end-to-end workflow in n8n and mapped all integration touchpoints
- 2
Secured ingestion using JWT-authenticated webhooks with signature verification
- 3
Integrated Hunter.io for real-time email verification on every submission
- 4
Implemented OpenAI classification logic with structured output parsing
- 5
Built conditional routing to separate qualified leads from unverified or low-quality ones
- 6
Configured Google Sheets as the operational log store with timestamped rows
- 7
Integrated HubSpot contact creation and update with duplicate detection
- 8
Ran end-to-end testing across good data, bad emails, malformed payloads, and edge cases
n8n
OpenAI API
Hunter.io
HubSpot CRM
Google Sheets
JWT Authentication
WhatsApp Business API
Airtable
Google Gemini
ClickUp
GoHighLevel
Slack