How to build Zapier AI workflow for lead qualification
I need to auto-score Typeform leads, enrich them, and create HubSpot deals with minimal dev. Looking for step-by-step Zapier actions, sample prompts, and error-handling patterns for reliable production runs.
Best tools for this use case
Based on the workflow in this discussion, these tools are useful starting points to review.
Zapier
Best general-purpose automation layer for connecting tools and processes quickly.
Make
Powerful automation builder for advanced visual flow design and multi-step operations.
n8n
Technical automation platform with strong flexibility, control and AI workflow potential.
Answers
Approved replies, operator insight, and tactical follow-up from the community.
Quick Zapier recipe:
1) Trigger: Typeform → Formatter to normalize fields.
2) Action: ChatGPT (OpenAI) — prompt to return score 0–100, one-line rationale, and lifecycle stage. Sample prompt: "Score this lead (0-100) and give 1-line rationale and lifecycle stage. Input: {name, company, employees, budget, answers}."
3) Action: Enrich via Clearbit or HubSpot Enrichment.
4) Action: Create/Update Deal in HubSpot.
Error handling: add Filters/Paths, use Delay & Retry, and route failures to a webhook or Google Sheet.