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MakeCase study

AI-Powered Lead Categorization

Lead qualification workflow that validates inbound form submissions, uses OpenAI to classify leads against outdoor industry criteria, and routes qualified and rejected leads into separate Google Sheets tabs with error alerts on each path.

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AI-Powered Lead Categorization workflow

Context

Outdoor industry sales teams needed a consistent way to separate qualified leads from non-qualifying submissions without manual review, while keeping a clean audit trail for both outcomes.

Approach

Built a single Make.com scenario that receives leads via webhook, validates required fields, sends intake data to OpenAI for qualification scoring, parses the JSON response, and routes leads into qualified or rejected Google Sheets tabs, with dedicated error handlers for parsing failures and logging issues on both branches.

Architecture

  1. Webhook POST (lead form)
  2. validate required fields
  3. OpenAI lead analysis
  4. parse AI JSON response
  5. Route by Outdoor Industry Qualification
  6. Qualified: Log to master sheet + error alert
Rejected
  1. Log to filter-out tab + error alert
  2. Handle AI Parsing Error path

Results

~4 hrs/weekLead qualification time saved
AI-scored, 100% of leadsQualification consistency
Reduced to exceptions onlyManual review needed