{
    "schema_version": "1.0",
    "exported_at": "2026-08-16T10:15:38+00:00",
    "source": "https://invitationbuddy.com/workflows/lead-qualification-enrichment",
    "workflow": {
        "name": "Lead Qualification & Enrichment",
        "slug": "lead-qualification-enrichment",
        "version": "1.0.0",
        "tagline": "Score, enrich and route every inbound lead within seconds",
        "summary": "Fires on lead creation, enriches from public sources, scores against your ICP and routes to the right owner with a briefing note attached.",
        "description": "Inbound leads decay fast. This pipeline enriches and scores each one within seconds of creation, so the right rep gets the right lead with context already attached rather than a name and an email.\n\nIt is fully automated by design — the judgement lives in the scoring rubric, which a human owns and tunes.",
        "category": "Sales",
        "type": "API Pipeline",
        "difficulty": "intermediate",
        "automation_level": "fully_automated",
        "pricing": "paid",
        "language": "en",
        "trigger": {
            "type": "crm_event",
            "detail": "New lead created"
        },
        "input_types": [
            "email",
            "api",
            "json"
        ],
        "output_types": [
            "dataset",
            "summary"
        ],
        "author": null,
        "company": null,
        "last_updated": "2026-07-07"
    },
    "overview": {
        "purpose": "Inbound leads decay fast. This pipeline enriches and scores each one within seconds of creation, so the right rep gets the right lead with context already attached rather than a name and an email.\n\nIt is fully automated by design — the judgement lives in the scoring rubric, which a human owns and tunes.",
        "business_value": "Cuts lead response time from hours to seconds and removes manual research from every rep's day.",
        "expected_outcome": "Every lead scored, enriched and routed with a briefing note, within seconds of arriving.",
        "problems_solved": [
            "Reps spend the first ten minutes of every lead researching the company",
            "Hot leads sit in a queue behind cold ones",
            "Scoring is inconsistent between reps",
            "CRM records stay thin, so reporting is unreliable"
        ],
        "ideal_users": [
            "Sales teams with meaningful inbound volume",
            "RevOps teams standardising qualification",
            "Founders handling their own pipeline"
        ],
        "benefits": [
            "Response time measured in seconds",
            "Consistent scoring against one rubric",
            "Reps open a lead with context already there",
            "CRM data quality improves as a side effect"
        ],
        "limitations": [
            "Enrichment quality depends entirely on the data provider",
            "The scoring rubric needs periodic retuning as the ICP shifts",
            "Enriching personal data has real GDPR implications — check your lawful basis",
            "Junk in, junk out: bad form data still produces bad scores"
        ],
        "success_metrics": [
            "Median time from lead creation to routed",
            "Percentage of leads correctly routed first time",
            "Meeting booked rate versus the manual baseline",
            "Cost per enriched lead"
        ]
    },
    "metrics": {
        "estimated_minutes": 4,
        "estimated_cost": 0.18,
        "cost_currency": "USD",
        "estimated_tokens": 6000,
        "success_rate": 94,
        "automation_percent": 95,
        "human_review_percent": 5
    },
    "industries": [
        "SaaS",
        "Finance",
        "Recruitment",
        "Marketing"
    ],
    "tags": [
        "Enterprise Ready",
        "Real-time",
        "High ROI",
        "GDPR Aware"
    ],
    "ai_skills": [
        "Data Analysis",
        "Reasoning",
        "Function Calling"
    ],
    "tools": [
        {
            "name": "ChatGPT",
            "role": "primary",
            "required": true,
            "url": "https://invitationbuddy.com/ai-directory/chatgpt"
        }
    ],
    "models": [],
    "integrations": [
        {
            "name": "OpenAI",
            "kind": "ai_provider",
            "auth_type": "api_key",
            "required": true
        },
        {
            "name": "HubSpot",
            "kind": "crm",
            "auth_type": "oauth",
            "required": true
        },
        {
            "name": "Salesforce",
            "kind": "crm",
            "auth_type": "oauth",
            "required": false
        },
        {
            "name": "Webhook",
            "kind": "protocol",
            "auth_type": "webhook",
            "required": false
        },
        {
            "name": "REST API",
            "kind": "protocol",
            "auth_type": "api_key",
            "required": false
        }
    ],
    "prerequisites": [
        {
            "kind": "api_key",
            "label": "LLM API key",
            "detail": "For the scoring and briefing steps.",
            "required": true
        },
        {
            "kind": "account",
            "label": "CRM with webhooks",
            "detail": "HubSpot, Salesforce or Pipedrive.",
            "required": true
        },
        {
            "kind": "account",
            "label": "Enrichment provider",
            "detail": "Clearbit, Apollo or Clay.",
            "required": true
        },
        {
            "kind": "permission",
            "label": "Lawful basis for enrichment",
            "detail": "Confirm your GDPR/CCPA position before enriching personal data.",
            "required": true
        }
    ],
    "steps": [
        {
            "number": 1,
            "title": "Lead created trigger",
            "description": "CRM webhook fires with the raw form submission.",
            "tool": "HubSpot",
            "input": "Lead record",
            "output": "Job payload",
            "estimated_minutes": 1,
            "difficulty": "intermediate",
            "automation": "auto",
            "manual_review": false
        },
        {
            "number": 2,
            "title": "Normalise and deduplicate",
            "description": "Clean the email and domain, then check whether this contact or account already exists.",
            "input": "Raw lead",
            "output": "Clean lead + duplicate flag",
            "estimated_minutes": 1,
            "difficulty": "intermediate",
            "automation": "auto",
            "manual_review": false,
            "warnings": [
                "Merge rather than create when a duplicate is found, or reporting drifts immediately"
            ]
        },
        {
            "number": 3,
            "title": "Enrich from public sources",
            "description": "Pull firmographics: size, industry, funding, tech stack, location.",
            "tool": "Clearbit",
            "input": "Domain",
            "output": "Firmographic record",
            "estimated_minutes": 1,
            "difficulty": "intermediate",
            "automation": "auto",
            "manual_review": false
        },
        {
            "number": 4,
            "title": "Score against the ICP",
            "description": "Apply the scoring rubric and produce a score with written justification, so a rep can challenge it.",
            "model": "GPT-4o",
            "prompt": "Score this lead against our ideal customer profile.\n\nICP:\n{{icp_definition}}\n\nLead:\n{{enriched_lead}}\n\nReturn JSON:\n{\n  \"score\": 0-100,\n  \"tier\": \"hot|warm|cold\",\n  \"reasoning\": \"two sentences on why\",\n  \"disqualifiers\": [\"any hard blockers\"],\n  \"talking_points\": [\"three specific angles for the first message\"]\n}\n\nBe strict. A lead that only partially matches is warm, not hot.",
            "input": "Enriched lead + ICP rubric",
            "output": "Score + reasoning",
            "estimated_minutes": 1,
            "difficulty": "intermediate",
            "automation": "auto",
            "manual_review": false,
            "tips": [
                "Ask for the reasoning, not just the number — it is what lets you debug a rubric that has drifted"
            ]
        },
        {
            "number": 5,
            "title": "Write the briefing note",
            "description": "Produce a short brief the rep reads before their first touch.",
            "model": "GPT-4o",
            "input": "Scored lead",
            "output": "Rep briefing",
            "estimated_minutes": 1,
            "difficulty": "intermediate",
            "automation": "auto",
            "manual_review": false
        },
        {
            "number": 6,
            "title": "Route to owner",
            "description": "Assign by territory, tier and capacity, then notify in Slack with the brief attached.",
            "tool": "Slack",
            "input": "Scored lead + brief",
            "output": "Assigned lead + notification",
            "expected_result": "The right rep notified with context, within seconds of the form submit.",
            "estimated_minutes": 1,
            "difficulty": "intermediate",
            "automation": "auto",
            "manual_review": false
        }
    ],
    "prompts": [
        {
            "title": "Score against the ICP",
            "kind": "user",
            "body": "Score this lead against our ideal customer profile.\n\nICP:\n{{icp_definition}}\n\nLead:\n{{enriched_lead}}\n\nReturn JSON:\n{\n  \"score\": 0-100,\n  \"tier\": \"hot|warm|cold\",\n  \"reasoning\": \"two sentences on why\",\n  \"disqualifiers\": [\"any hard blockers\"],\n  \"talking_points\": [\"three specific angles for the first message\"]\n}\n\nBe strict. A lead that only partially matches is warm, not hot.",
            "variables": [
                "icp_definition",
                "enriched_lead"
            ],
            "model_hint": "GPT-4o"
        }
    ],
    "use_cases": [
        {
            "title": "Inbound demo requests",
            "description": "Route demo requests to the right rep with account context already gathered.",
            "industry": "SaaS",
            "outcome": "Faster first response"
        },
        {
            "title": "Event lead follow-up",
            "description": "Process a conference list overnight so outreach starts the next morning.",
            "industry": "Marketing",
            "outcome": "Same-week follow-up"
        },
        {
            "title": "Partner referrals",
            "description": "Score referred accounts consistently rather than by relationship.",
            "industry": "Finance",
            "outcome": "Consistent qualification"
        }
    ],
    "faq": [
        {
            "question": "Is this GDPR compliant?",
            "answer": "The workflow can be, but compliance depends on your lawful basis for enriching personal data and on your provider's terms. Confirm both before switching it on in the EU or UK."
        },
        {
            "question": "What if the scoring is wrong?",
            "answer": "That is why step 4 returns written reasoning. Sample a week of scores against actual outcomes and tune the rubric — the model applies your definition, so a bad score usually means a vague ICP."
        },
        {
            "question": "Can it work without a paid enrichment provider?",
            "answer": "Partially. You lose firmographics, which is most of the signal. Domain-only heuristics are noticeably weaker."
        }
    ]
}