Real-time lead qualification, scoring & CRM integration system using Jotform
Needs changesNeeds changes. This template uses 1 thing(s) that n8n 3.0 removes: AI Agent v1 (old agent modes). 1 breaking item(s) found. Static check, last run 2026-10-19.
What this workflow does
This AI workflow has 10 nodes and runs on Jotform events. Along the way it connects Gmail, Google Sheets, Jot Form and OpenAI Chat Model. It also calls api.hubapi.com over HTTP.
How it runs
Trigger: On Jotform events.
- Extract Lead Data (Edit Fields (Set)): sets 12 fields: companyName, contactName, email…
- AI Lead Scoring (BANT) (AI Agent): runs an AI agent, with model: OpenAI Chat Model
- Parse Lead Score (Edit Fields (Set)): sets or maps fields
- Intelligent Routing Logic (Code): runs custom JavaScript code
- Create CRM Contact (HTTP Request): calls api.hubapi.com (POST)
- Notify Sales Rep (Gmail): uses Gmail
- Send Lead Confirmation (Gmail): uses Gmail
- Log to Tracking Sheet (Google Sheets): append or update
Services it uses
HTTP calls to: api.hubapi.com
Before you upgrade to n8n 3.0
1 thing in this workflow is removed in n8n 3.0. Fix it before you upgrade:
- AI Agent v1 (old agent modes) in AI Lead Scoring (BANT) (v1.6): replace with Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent.
Rather not rewrite it? Many of these flows can be rebuilt in Make (free plan).
| Removed in 3.0 | Replace with |
|---|---|
| AI Agent v1 (old agent modes) AI Lead Scoring (BANT) (v1.6) | Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent. |
Nodes used (8)
- Edit Fields (Set)
n8n-nodes-base.set - AI Agent
@n8n/n8n-nodes-langchain.agent - Code
n8n-nodes-base.code - HTTP Request
n8n-nodes-base.httpRequest - Gmail
n8n-nodes-base.gmail - Google Sheets
n8n-nodes-base.googleSheets - Jotform Trigger
n8n-nodes-base.jotFormTrigger - OpenAI Chat Model
@n8n/n8n-nodes-langchain.lmChatOpenAi
From the author
Jotform Lead Qualification & Distribution System Transform lead chaos into systematic qualification and instant routing - achieving 5-minute response times, 300% conversion increase, and eliminating sales team conflicts through AI-powered BANT scoring and…