If you’re receiving inbound sales leads, it’s important to qualify them so that you or your sales team aren’t taking low-value meetings. Previously, to do this, you might’ve had to manually sift through each lead to qualify them, outsource the task, or purchase expensive SaaS software to automate this process.
But now you can automate lead qualification across numerous criteria with AI, and you can set up this automated process in minutes with zero coding required.
In this tutorial, we’ll show you how you can automate this entire process using OpenAI and Zapier. We’ll take a lead submission from a web form, pass it through several AI steps, and output a qualification status at every step based on custom criteria, which you can then route to your CRM or other internal software for notifying your sales reps accordingly.
<aside> 💡 Intermediate Difficulty
You will need:
**ChatGPT - Open AI API**
**Zapier paid plan**
Google Forms (or a form builder of your choice)
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Steps:
To start, create a Google Form to capture your inbound leads. On our form, we’re going to add fields for Name, Email, Company, and Message.
Once your form is created, you can embed this on your website or link out to it from your landing page to start capturing leads.
Next, head over to Zapier to create a Zap automation that will ingest the leads from your form. To do this, go to Zapier, click the Zaps menu item on the left side, and click the Create button.