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// case study — project 02
Live in production

AI Lead Qualifier

Automated lead scoring and routing using Groq AI — from form submission to CRM in seconds.

Make.comGroqHubSpotSlackGmailGoogle SheetsTally
// problem & solution
The Problem

Manually qualifying leads wastes hours. Most inquiries go unanswered for days — by which point the lead has already moved on.

The Solution

A fully automated pipeline that classifies every lead as Hot, Warm, or Cold using AI within seconds of form submission — then routes them to the right actions automatically.

// how it works

The pipeline, end-to-end.

Nine steps. Zero manual intervention. Every step is observable, logged, and recoverable.

01

Form Submission

Lead fills out the Tally form. Captures name, email, company, message, and qualifying questions.

02

Trigger Scenario

Tally webhook fires the Make.com scenario instantly — no polling, no delays.

03

Clean & Validate

Data is sanitized — trims whitespace, validates email format, normalizes fields before they hit the AI.

04

AI Classification

Groq llama-3.1-8b-instant scores the lead, assigns Hot/Warm/Cold, infers urgency, industry, and the best follow-up channel — 8 output fields total.

05

CRM Lookup

Checks HubSpot for an existing contact. New leads get created; returning ones get updated and noted.

06

Hot Lead Path

HubSpot contact + deal + note created. Slack alert sent to #sales. Personalized AI-written Gmail dispatched within seconds.

07

Warm Lead Path

Slack alert with full context. Nurture email tailored to the lead’s industry and urgency.

08

Cold Lead Path

Slack alert only — added to the long-game pipeline for periodic re-engagement.

09

Audit Trail

Every classification + outcome logged to Google Sheets for analytics, debugging, and accountability.

// live demo

Try it yourself — submit a real inquiry.

This triggers the actual automation. If it qualifies as Hot or Warm, you'll receive a personalized AI-generated email within seconds.

tally.so — live form
// results

Every tool, every signal.

Real screens from the production pipeline.

Make.com scenario canvas with 32 modules
click to expand ⤢
Make.com scenario canvas with 32 modules
Tally lead intake form
click to expand ⤢
Tally lead intake form
HubSpot contact record auto-created from the pipeline
click to expand ⤢
HubSpot contact record auto-created from the pipeline
HubSpot deal auto-created for hot leads
click to expand ⤢
HubSpot deal auto-created for hot leads
Real-time Slack alert with lead context
click to expand ⤢
Real-time Slack alert with lead context
AI-personalized Gmail outreach
click to expand ⤢
AI-personalized Gmail outreach
Google Sheets audit log of every classified lead
click to expand ⤢
Google Sheets audit log of every classified lead
// tech breakdown

Each tool, its job.

Tally
Form capture
Public-facing lead intake form, webhook-triggered.
Make.com
Automation orchestration
32 modules wiring every step together.
Groq · llama-3.1-8b-instant
AI classification
8 output fields — score, tier, urgency, industry, channel, summary, reply tone, next step.
HubSpot CRM
Contact + deal management
Auto-creates contacts, deals, and notes. Looks up existing records to avoid dupes.
Slack
Real-time alerts
Sales team gets pinged with full lead context the moment a hot lead lands.
Gmail
AI-personalized outreach
Dispatches a tailored email written by the AI — no templates.
Google Sheets
Lead logging + audit trail
Every run is logged. Used for analytics, debugging, and weekly reports.
// let's build

Want this built for
your business?

Book a free 30-minute discovery call — or send me an email if you prefer. Either way, we'll map your lead flow and figure out what to automate first.

Book a Call