AI automation of application processing from the website (Lead Management System)

Enterprise Resource Planning (ERP)
Job 4 of 9
Automated the full cycle of processing applications from the website — from receiving to client segmentation using AI.

How the system works:

an application from the form goes through a webhook
data is automatically structured
stored in Google Sheets
transferred to CRM (Zoho)
the client receives an instant notification in Telegram

AI functionality:

analyzing the client's message
automatic lead classification: hot / warm / cold
determining the level of readiness to purchase
fallback logic in the absence of a comment

Marketing automation:

creating or updating a profile in Klaviyo
automatic distribution across lists depending on lead quality

Result
fully automated application processing
reduced manual work
quick response to new leads

What this gives the business:

application processing without manager involvement
reduction of potential client losses
automatic segmentation of the database
readiness for email and marketing campaigns

Technologies

n8n, Webhooks, Telegram API, Google Sheets, Zoho CRM, Klaviyo, AI (LLM)
Details
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