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N8N Lead Qualification & CRM Routing

Scoring and routing inbound leads automatically so reps only work hot prospects.

Challenge

The client, a sales agency, was spending significant time manually reading and scoring every inbound lead before deciding how to route it to the right rep, slowing down response times and creating an inconsistent qualification process.

Resolution

  • Built an N8N automation that receives inbound messages via webhook as soon as they arrive
  • Used Claude to classify each lead’s intent as Hot, Warm, or Cold in real time
  • Automatically created a new record in Close CRM for any lead scored as Hot, routing it straight to the sales team
  • Logged every lead, regardless of score, to Airtable for complete pipeline visibility

Impact

  • Lead scoring now happens automatically in seconds, removing manual review from the qualification process
  • Hot leads reach reps the moment they arrive, cutting first-response time from hours down to near-instant
  • Full visibility into every inbound lead is maintained in Airtable without any manual data entry

Stack

Tools used: N8N, Claude, Close CRM, Airtable

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