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Lead Qualification Pipeline

Make Scenario

Score and qualify leads using AI analysis of form submissions and engagement data.

Download Template (JSON)

Import as a new scenario in Make

Required Tools

WebhookOpenAI APIHubSpotSlack

Setup Instructions

  1. Create scenario — Import the Make blueprint.
  2. Connect form trigger — Link your lead capture form.
  3. Configure scoring — Define ICP criteria in the AI prompt.
  4. Connect CRM — Add HubSpot API and map fields.
  5. Set notifications — Configure Slack alerts for high-score leads.
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