Score and route leads with Clearbit, Mattermost and Trello

Lead Scoring Pipeline with Mattermost and Trello This workflow automatically enriches incoming form-based leads, calculates a lead-score from multiple data points, and then routes high-value prospects to a Mattermost alert channel while adding all leads to Trello for further handling. It centralizes lead intelligence and streamlines sales team triage—no manual spreadsheet work required. Pre-conditions/Requirements Prerequisites - n8n instance (self-hosted or n8n cloud) - ScrapeGraphAI community node installed - Active Trello and Mattermost workspaces - Lead-capture form or webhook that delivers JSON payloads Required Credentials - Trello API Key & Token – Access to the board/list where cards will be created - Mattermost Access Token – Permission to post messages in the target channel - (Optional) Clearbit / Apollo / 3rd-party enrichment keys – If you replace the sample enrichment HTTP requests Specific Setup Requirements | Variable | Purpose | Example Value | |-------------------------|-------------------------------------------|------------------------| | MMCHANNELID | Mattermost channel to post high-score leads | leads-alerts | | TRELLOBOARDID | Board where new cards are added | 62f1d… | | TRELLOLISTIDHOT | Trello list for hot leads | Hot Deals | | TRELLOLISTIDBACKLOG| Trello list for all other leads | New Leads | | LEADSCORETHRESHOLD | Score above which a lead is considered hot| 70 | How it works This workflow grabs new leads at a defined interval, enriches each lead with external data, computes a custom score, and routes the lead: high-scorers trigger a Mattermost alert and are placed in a “Hot Deals” list, while the rest are stored in a “Backlog” list on Trello. All actions are fully automated and run unattended once configured. Key Steps: - Schedule Trigger: Runs every 15 minutes to poll for new form submissions. - HTTP Request – Fetch Leads: Retrieves the latest unprocessed leads from your form backend or CRM API. - Split In Batches: Processes leads 20 at a time to respect API rate limits. - HTTP Request – Enrich Lead: Calls external enrichment (e.g., Clearbit) to append company and person data. - Code – Calculate Score: JavaScript that applies weightings to enriched attributes and outputs a numeric score. - IF – Score Threshold: Branches flow based on LEADSCORETHRESHOLD. - Mattermost Node: Sends a rich-text message with lead details for high-score prospects. - Trello Node (Hot List): Creates a Trello card in the “Hot Deals” list for high-value leads. - Trello Node (Backlog): Creates a Trello card in the “New Leads” list for everyone else. - Merge & Flag Processed: Marks leads as processed to avoid re-processing in future runs. Set up steps Setup Time: 10–15 minutes 1. Import the Workflow: Download the JSON template and import it into n8n. 2. Create / Select Credentials: - Add your Trello API key & token under Trello API credentials. - Add your Mattermost personal access token under Mattermost API credentials. 3. Configure Environment Variables: Set MMCHANNELID, TRELLOBOARDID, TRELLOLISTIDHOT, TRELLOLISTIDBACKLOG, and LEADSCORETHRESHOLD in n8n → Settings → Environment. 4. Form Backend Endpoint: Update the first HTTP Request node with the correct URL and authentication for your form or CRM. 5. (Optional) Enrichment Provider: Replace the sample enrichment HTTP Request with your chosen provider’s endpoint and credentials. 6. Test Run: Execute the workflow manually with a sample payload to ensure Trello cards and Mattermost messages are produced. 7. Activate: Enable the workflow; it will now run on the defined schedule. Node Descriptions Core Workflow Nodes: - Schedule Trigger – Triggers workflow every 15 minutes. - HTTP Request (Fetch Leads) – Pulls unprocessed leads. - SplitInBatches – Limits processing to 20 leads per batch. - HTTP Request (Enrich Lead) – Adds firmographic & technographic data. - Code (Calculate Score) – JavaScript scoring algorithm; outputs score field. - IF (Score ≥ Threshold) – Determines routing path