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