Back to work
n8nCase study

Automated Lead Qualification Triage

ZIP-code-based lead qualification workflow that validates inbound submissions, routes serviceable leads to welcome emails and tracking logs, and sends waitlist or invalid-submission handling with admin error alerts.

n8n · workflow canvasproduction build
Automated Lead Qualification Triage workflow

Context

Sales and operations teams needed a simple way to separate serviceable leads from waitlist leads based on ZIP code coverage while keeping invalid submissions and workflow failures visible.

Approach

Built two connected n8n workflows: the main flow checks whether a ZIP code is present, routes valid leads through a rules-based serviceable or waitlist path, sends the correct Gmail follow-up, and logs each outcome to the appropriate Google Sheets tab; a separate error path emails the admin on failures.

Architecture

  1. Webhook POST (lead intake)
  2. ZIP present?
  3. No: log invalid submission
Yes
  1. ZIP classification
  2. Serviceable: Gmail welcome email + Sheets serviceable log
Waitlist
  1. Gmail waitlist email + Sheets waitlist log
  2. Error Trigger
  3. Gmail admin alert

Results

~3 hrs/weekLead routing time saved
Hours → minutesResponse time to leads
EliminatedMisrouted leads