Deterministic Inbound Lead Qualifier and Deal Staging Engine

How it works

1. 1.Generate realistic inbound inquiries containing conversation identifiers and budget figures.
2. 2.Verify message history against a local context ledger to preserve touch counts.
3. 3.Parse numeric budget, timeline, and compliance tags across text and subject to calculate lead score.
4. 4.Evaluate deal size ($10k+) through a strict boolean conditional branch.
5. 5.Assign governance flags and routing attributes using Set nodes while preserving existing attributes.
6. 6.Merge decision branches and assemble standardized CRM records with guardrail indicators.

Use cases

• Automated B2B lead qualification without external AI dependencies.
• Enforcing human deal desk approval before dispatching communications on high-ticket deals.
• Staging clean deal payloads for downstream CRM ingestion.

Requirements

• Standard n8n instance. Runs locally without external services or credentials.

Setup and testing in n8n

1. Click 'Test step' on Manual Run Trigger.
2. Observe processing across the conditional node into true and false paths.
3. Confirm the high-value item has humanReviewRequired: true and autoReplyDispatched: false.
4. Confirm the standard item has humanReviewRequired: false, autoReplyDispatched: true, and leadScore: 60.

Service Value

Ready-made workflow template for automation delivery and service execution.