Templates / Qualify and route inbound leads with OpenAI, Trello, Slack and Gmail

Qualify and route inbound leads with OpenAI, Trello, Slack and Gmail

Ready for 3.0

by Raejan Vasquez · 114 views · created 2026-04-13 · Lead Generation, AI Summarization

Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.

Nodes used (8)

AI AgentOpenAI Chat ModelSlackStructured Output ParserGmail

What it does

Description This n8n workflow automates a speed-to-lead system, capturing form submissions and quickly routing qualified leads to tools like Trello and Gmail for fast follow-up. Good to Know Speed-to-lead focuses on minimizing time from lead capture to sales engagement, boosting conversion rates. How it works - Triggers on form submission, feeding data into an AI Agent powered by an OpenAI Chat Model with chat memory. - The AI processes leads via a structured output parser, then a switch (rules mode) decides actions like editing fields or sending messages. - Outputs route to Trello (task creation), Gmail (notifications/emails), and possibly other apps for lead nurturing. How to use - Import the workflow into your n8n instance and connect credentials for OpenAI, Trello, Gmail, and your form tool (e.g., Google Forms). - Test by submitting a form; monitor the AI agent for lead qualification and verify outputs in Trello/Gmail. - Activate the workflow to run live, ensuring webhooks or triggers are set for production forms Requirements - n8n account (self-hosted or cloud); API keys for OpenAI, Trello, Gmail OAuth2. - Form tool integration (e.g., Google Forms webhook). - For verified creator status: Submit 2-3 approved public workflows via n8n Creator Portal, including this one, to gain the badge and directory listing.

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