In this tutorial, we'll walk you through automating the qualification of inbound leads using Make (formerly Integromat).

Note that you can totally use Zapier instead of Make!

This process will help you efficiently manage your leads and ensure only qualified leads reach your sales team.

Create a Google Form and connect it to Make

Create Your Google Form:

1. Open Google Forms and create a new form.
2. Add the fields you need. Here, I entered the fields needed for a newsletter partnership.
3. Embed the form on your website or share the link to start capturing leads.

Connect Google Forms to Make:

1. Log in to Make and create a new scenario.
2. Add a Google Sheets module and select "Watch New Rows" as the trigger. Select the Google Sheets containing all the replies to your form (it's automatically created in your Google Drive).
3. Authenticate your Google account and select your form.
4. Set up a test submission to ensure Make can pull in form responses.

Generate an OpenAI key

Get Your OpenAI API Key:

1. Log in to OpenAI.
2. Go to the 'API' section, then 'API keys'.
3. Click 'Create new secret key', name it, and copy the key.
4. Ensure your OpenAI account has sufficient credits by adding a payment method and credits under Settings > Billing.

Qualify the email domain with AI

Add a ChatGPT Module in Make:

In your Make scenario, add a ChatGPT module and select "Create a Completion" as the Action.

Set the action to "Conversation" and connect your OpenAI account using the API key.

Choose "Create a Chat Completion...", then the Model you prefer (GPT-4o is the best and most efficient here so let's select this one), then User as Role.

Use the following prompt to qualify leads based on their email domain:

Email address: [Email]

Examine the email address provided and determine whether it is from a well-known free email provider like gmail.com, yahoo.com, qq.com, outlook.com, and the like. Emails from free email provider domains are to be considered Unqualified. Emails from other domains should be marked as Qualified.
If you're not sure if the domain is a popular free email service, mark the lead as Qualified.

If you determine it is a qualified lead, you will return the string: "Qualified Lead". Otherwise, you will return the string: "Unqualified Lead".

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Add filter to the output of ChatGPT:

Add a Filter after the ChatGPT module.

Set the filter condition to only continue if the ChatGPT output contains "Qualified Lead".

Qualify the company with AI

Add another ChatGPT module to the scenario.

Use the following prompt to qualify the company:

Email: [Email]
Company Name: [Company]

You will examine the Email Domain and Company Name provided, and provide useful context to the sales team about this lead in a very short, very succinct paragraph of plain English of how qualified the lead is, and why.

To the extent that information is available, leads that are qualified will always have at least 100 employees and $1M in ARR, and be based in the United States. If they have less than 100 people or headcount information isn’t available, they should be disqualified immediately.

If you determine it is a qualified lead, you will begin your summary with the string "Qualified Lead: ". Otherwise, you will begin your summary with the string "Unqualified Lead: ".

Add another Filter module after this ChatGPT step.

Again, set the filter condition to only continue if the ChatGPT output contains "Qualified Lead".

Qualify the inbound request with AI

Add a final ChatGPT module to the scenario.

Use the following prompt to qualify the lead based on their message:

Inbound Request: "

email address: [email address]

company: [company]

name: [name]

budget: [budget]

You will examine the Inbound Request provided, and provide useful context to the sales team about this request in a very short, very succinct paragraph of plain English of how qualified the lead is, and why.

To the extent that information is available, leads who are qualified will be interested in our Enterprise product offering. If they are not interested in our Enterprise product offering, then they are considered an Unqualified Lead.

If you determine it is a qualified lead, you will begin your summary with the string "Qualified Lead: ". Otherwise, you will begin your summary with the string "Unqualified Lead: ".

Once again, add another Filter module after this ChatGPT step.

Set the filter condition to only continue if the ChatGPT output contains "Qualified Lead".

Route qualified leads to your CRM or send an email

Now that you've got the qualified lead, there are dozens of things you can do.

For example, you can enrich it and/or enter it directly into your CRM (Hubspot, Salesforce, Notion...).

You can also use a Gmail integration to send an e-mail directly to the person in charge of inbound in your company.

The field is wide open! And it's up to you to decide what to do with these leads :)

And that's it! You've set up a multi-step automated lead qualification process using Google Forms, Make, and OpenAI's ChatGPT. This will help you efficiently manage your inbound leads, ensuring that only qualified leads reach your sales team.

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