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Score web-form leads hot, warm or cold

Your website form posts each lead to a webhook. The AI scores purchase intent from 0 to 100, the lead is saved in a Table with its temperature, and hot leads ping the sales channel on Slack. Table columns: Name, Email, Company, Score, Temperature, Need. The score is advice for your sales team, never an automatic decision.

By
Loop & Roll team · Official
Copied
0 times
Steps
7
Version
1 · 18 October 2026
Requires
Loop & Roll 1.0.0 or later

Workflow graph

Score web-form leads hot, warm or cold Hover a node to see its role · Drag to move the graph
Form submitted — Webhook receivedForm submittedWebhook receivedScore the lead — ExtractScore the leadExtractModelHot, warm or cold — SwitchHot, warm or coldSwitchHotWarmotherwiseSave hot lead — Table — insert or updateSave hot leadTable — insert or updateSave warm lead — Table — insert or updateSave warm leadTable — insert or updateSave cold lead — Table — insert or updateSave cold leadTable — insert or updatePing sales about the hot lead — NotifyPing sales about the…NotifyOpenAI — OpenAI (GPT)OpenAIgpt-5-mini
Score web-form leads hot, warm or cold

How it works

  1. 1

    Form submitted

    trigger.webhook

  2. 2

    Score the lead

    ai.extract

  3. 3

    Hot, warm or cold

    flow.switch

  4. 4

    Save hot lead

    table.upsert

  5. 5

    Save warm lead

    table.upsert

  6. 6

    Save cold lead

    table.upsert

  7. 7

    Ping sales about the hot lead

    notify.send

What you will fill in after import

Nothing personal travels with a template: connections, mailboxes, tables and recipients are left blank for you to pick in your instance.

Tables to choose
Save hot lead · table Save warm lead · table Save cold lead · table
Connections to choose
OpenAI · connection (llm_provider)
Secrets to fill in
Ping sales about the hot lead · webhookUrl

See also

More in Triage and filing

All templates