About
This project demonstrates a complete real-time lead qualification and routing engine built for high-volume inbound forms . When a prospect submits details, the system instantly analyzes them using advanced BANT scoring powered by AI , assigns a numerical score (0–100) + tier (Hot/Warm/Cold/Unqualified), intelligently routes the lead to the best-fit sales rep (senior, mid-level or SDR) considering territory, industry match and current workload, automatically creates/enriches the contact , notifies the assigned rep with a rich summary email, sends an instant confirmation to the lead, and logs full details for analytics and performance tracking. The result is sub-5-minute response times, dramatically improved conversion rates, and zero manual sorting.
How it works:
When a lead submits your form, the workflow triggers immediately.
- All key fields (company, contact, email, phone, size, budget, timeline, industry, pain points, current solution) are extracted and structured.
- An AI agent performs deep BANT analysis and returns a detailed JSON output including: lead score (0–100), qualification tier, per-criterion breakdown (budget/authority/need/timeline), key insights, red flags, opportunity size, conversion probability, recommended action, ideal rep level, next steps, and talking points.
- Intelligent routing logic evaluates the score + industry + rep availability and assigns the lead to the optimal sales rep.
Key Features:
- Real-time AI BANT Scoring — Delivers 0–100 score + Hot/Warm/Cold/Unqualified tier with detailed breakdown of budget, authority, need, timeline
- Intelligent Sales Rep Routing — Automatically assigns leads to senior, mid-level or SDR based on score, industry expertise, territory, minimum deal size and current workload balance
- Instant Personalized Rep Notification — Rich HTML email to assigned rep with lead profile, BANT scores, key insights, red flags, talking points and urgency indicators
- Professional Lead Confirmation Email — Immediate thank-you + expectation-setting message sent to the prospect with assigned rep’s contact info
- Full Analytics & Tracking — Logs every lead, score, assignment reason, timestamps and metrics to Google Sheets for performance dashboards and optimization
See Work Flow In Action
For whom this AI automation will benefit?
- B2B sales teams and revenue operations (RevOps) professionals managing complex inbound leads with territory, industry, or rep workload routing.
- Companies using Jotform (or similar forms) that want instant CRM creation, AI BANT scoring, and rep assignment to reduce manual triage time.
- High-ticket agencies, SaaS providers, and consultancies dealing with enterprise-level leads needing detailed qualification insights and probability estimates.
- Growing businesses focused on faster response times (under 5 minutes) and higher conversion rates through intelligent rep matching and nurturing.