AI Workflow Blueprint
Build an AI voice bot that qualifies inbound leads and automatically books qualified calls into your CRM. Ideal for sales teams automating initial lead screening.
Original request: “AI voice bot that qualifies leads and books calls into the CRM”
Create a GPT-powered voice bot in Botpress that handles inbound calls or WhatsApp messages. Configure the bot with qualifying questions (budget, timeline, need) and train it to identify qualified vs. unqualified leads. Set up conditional logic to capture lead data (name, email, phone) and qualification score.
Pro tip: Use Botpress's built-in NLU to recognize intent variations in how prospects answer questions. Test with 5-10 mock calls before going live to refine conversation flow and accuracy.
Set up a Make scenario that triggers when Botpress completes a conversation. Map the bot's captured lead data (name, email, phone, qualification score) into Make workflow variables. Configure a conditional filter to send only qualified leads (score ≥ threshold) downstream.
Pro tip: Use Make's data mapper to normalize phone numbers and emails to avoid duplicate entries. Test the webhook connection with a sample payload before connecting to HubSpot.
Create a Make action that creates a new contact in HubSpot and automatically schedules a call activity with a calendar link. Map the bot's qualification score as a custom field so sales reps can prioritize. Set the call to appear on the sales rep's dashboard with a 24-hour reminder.
Pro tip: Use HubSpot's deal pipeline to auto-assign qualified leads to reps based on territory or industry. Enable Slack notifications in Make so reps get instant alerts when a qualified lead is booked.
Based on entry-tier paid plans. Many tools offer free tiers to start. We may earn a commission.
