AI Lead Follow-Up System

Automated B2B lead capture and qualification system that receives form submissions from Tally, intelligently scores leads using AI, and stores qualified leads in Airtable with automated follow-up workflows.

Overview

This n8n workflow automates the entire lead qualification process for B2B services. It captures leads from Tally forms, validates and cleans contact data, scores leads using a sophisticated weighted AI system, and routes them to appropriate follow-up sequences based on priority.

Workflow Diagram

graph LR
    A[Tally Webhook] --> B[Validate & Clean Data]
    B --> C{Validation Status}
    C -->|Success| D[AI Lead Scoring]
    C -->|Error| E[Error Response]
    D --> F[Create in Airtable]
    F --> G[Assign Follow-Up Sequence]
    G --> H[Success Response]

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Key Features

• Webhook Integration - Real-time lead capture from Tally forms
• Data Validation - Comprehensive cleaning and validation of contact information
• AI Scoring System - Intelligent lead qualification using weighted criteria:
  • Company size scoring (1-10 employees to 201+ = enterprise priority)
  • Timeline urgency (immediate, soon, this year, exploring)
  • Decision-maker role (CEO/Owner, Manager, Employee)
  • Professional signals (email domain, message quality)
• Automated Routing - Hot leads (9-10 score) trigger immediate calls, warm leads (7-8) get priority follow-up
• Airtable CRM - Structured lead storage with qualification scores and next actions
• Error Handling - Robust validation prevents bad data from entering the system

Quick Start

Prerequisites

• n8n instance (version 1.0 or higher)
• Tally account with webhook access
• Airtable account with Personal Access Token
• OpenAI API key for lead scoring

Installation

1. Download the workflow:

   wget https://raw.githubusercontent.com/jeremylongshore/lead-followup-system-n8n/main/workflow.json

2. Import into n8n:

   • Navigate to Workflows → Import from File
   • Select workflow.json
   • Click Import

3. Configure credentials in n8n:

   • Webhook: Note the generated webhook URL
   • Airtable: Add Personal Access Token
   • OpenAI: Add API key

4. Connect webhook URL to your Tally form

5. Test with sample submission

6. Activate the workflow

Configuration

Required Tally Form Fields

Your Tally form must include:

• Name (text input)
• Email (email input)
• Phone Number (phone input)
• Company Name (text input)
• Message (textarea)
• Company Size (dropdown: 1-10, 11-50, 51-200, 201+)
• Timeline (dropdown: Immediately, Soon, This year, Just exploring)
• Role (dropdown: Owner/CEO/Founder, Manager/Director, Employee/Team Member)

Lead Scoring System

The AI scoring uses weighted criteria:

Company Size (4 points max):

• 201+ people = 4 points (Enterprise)
• 51-200 people = 3 points (Mid-market)
• 11-50 people = 2 points (SMB)
• 1-10 people = 1 point (Startup)

Timeline (3 points max):

• Immediately (within 2 weeks) = 3 points
• Soon (1-3 months) = 2 points
• This year (3-12 months) = 1 point
• Just exploring = 0 points

Role (2 points max):

• Owner/CEO/Founder = 2 points
• Manager/Director = 1.5 points
• Employee/Team Member = 0.5 points

Final Priority Levels:

• 8.5-10 points = HOT (Immediate call required)
• 6.5-8.4 points = WARM (Priority email + call within 24h)
• 4.5-6.4 points = LUKEWARM (Nurture sequence)
• Below 4.5 = COLD (Minimal follow-up)

Airtable Structure

Leads are stored with:

• Lead ID, Name, Email, Phone
• Company, Company Size, Role, Timeline
• Message content
• AI Score (1-10), Priority level
• Next recommended action
• Deal size estimate
• Timestamp

Usage

Webhook Response

Success:

{
  "status": "success",
  "lead": {
    "leadId": "lead_1234567890_abc",
    "name": "John Doe",
    "email": "john@company.com",
    "score": 9,
    "priority": "hot"
  }
}

Error:

{
  "status": "error",
  "errors": ["Valid email is required"]
}

Documentation

• Setup Guide - Detailed installation instructions
• Contributing - How to contribute improvements
• Project Website

Troubleshooting

Webhook not triggering:

• Verify webhook URL in Tally settings
• Check workflow is activated
• Test with manual execution

Airtable creation fails:

• Verify Base ID matches your Airtable
• Check Personal Access Token permissions
• Ensure required fields exist in Airtable table

Lead scoring errors:

• Verify OpenAI API key is valid
• Check API credit balance
• Review scoring node configuration

Contributing

Contributions welcome! See CONTRIBUTING.md for guidelines.

License

MIT License - see LICENSE file for details.

Acknowledgments

• Built with n8n
• Powered by Tally and Airtable
• AI scoring by OpenAI

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Need help? Open an issue or check the documentation site.