Overview

This workflow helps you respond to every new lead quickly, qualify them automatically, and route them to the right next step. The key idea is: every lead gets an immediate human-sounding reply, then the system scores the lead and decides what to do next (notify you, schedule follow-ups, or store for nurturing).

1. Lead entry point

A lead comes in from a form, website chat, landing page, or any other source. At minimum, the workflow captures:

• Name
• Email
• Message
• Source
• Timestamp

This is the trigger that starts everything.

2. Data cleanup and preparation

Before doing anything with the lead, the workflow cleans the raw input so it is consistent and reliable:

• Removes extra or irrelevant fields
• Normalizes the name and message formatting
• Validates the email format

Result: cleaner data, fewer downstream errors, and easier reporting later.