Fully Functional CRM System

Businesses struggle with slow and inconsistent lead management. Inquiries from forms require manual encoding, delayed follow-ups, and subjective lead scoring — resulting in missed opportunities and poor customer experience.

An 11-node AI-powered CRM automation that handles the entire journey from lead capture to personalized follow-up, with ChatGPT classifying every lead into Cold, Warm, or Hot automatically.

1. 1📥 Google Forms Trigger — captures structured lead data (name, email, service, budget)
2. 2👤 HubSpot — creates a new contact record in the CRM pipeline automatically
3. 3🤖 ChatGPT (OpenAI) — classifies lead as Cold, Warm, or Hot based on inquiry data
4. 4📊 Google Sheets — logs all lead data and AI scores for reporting and reference
5. 5🔀 Paths — splits flow into 3 smart follow-up branches (A / B / C)
6. 6🔥 Path A (Hot Leads) — conditions met → Gmail sends meeting booking invitation
7. 7🌡️ Path B (Warm Leads) — conditions met → Gmail sends detailed service information
8. 8❄️ Path C (Cold Leads) — conditions met → Gmail sends nurture resources and value content

• Leads captured, scored, and responded to in under 60 seconds
• 100% consistent AI-driven lead qualification — no human bias
• Every lead logged in both HubSpot CRM and Google Sheets automatically
• Conversion potential improved with personalized follow-ups per lead temperature