Score and assign new leads automatically with AI and Slack alerts

Scores every new contact with AI, assigns them to the right team member, and alerts you instantly to hot leads.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4) · Transient Trigger (23)

flowchart TD trig>"new contact added to crm"]:::trig s0["pull contact details and activity"]:::svc s1["ai scores and categorizes lead"]:::svc s2["tag and assign to rep"]:::task trig --> s0 s0 --> s1 s1 --> s2 gx{"× is lead hot"}:::gate s2 --> gx p00["send slack alert"]:::task gx -->|"hot lead"| p00 p10["no alert sent"]:::task gx -->|"warm or cold lead"| p10 p00 --> out p10 --> out out[/"lead scored assigned and alerted"/]:::out pay{{"faster response to best leads"}}:::pay out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepAn outside serviceOne path onlyResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
Lead Generation & ProspectingMessaging & NotificationsAPI & Webhook Integration
Connects
GoHighLevelOpenAISlack
Featured in

The problem it solves

New leads come in and someone has to eyeball each one to decide how promising it is and who should follow up. By the time that happens, a hot lead has gone cold, and your best prospects don't always get the fastest response.

Who it fits

Sales teams using a CRM who want faster, more consistent lead follow-up.

How it works

  1. A new contact is added in your CRM
  2. The system pulls their full details and recent activity
  3. AI scores the lead from 1 to 100, categorizes it as hot, warm, or cold, and explains why
  4. The contact is tagged and automatically assigned to the right team member
  5. Hot leads trigger an instant Slack alert so someone can follow up right away
What you get

Hot leads flagged the moment they arrive

Every new contact gets scored by AI, assigned to the right team member, and your hottest leads trigger an instant Slack alert.

What you get

A scored, tagged, and assigned contact record, plus a Slack alert for your hottest leads.

What you need

A GoHighLevel account, an OpenAI account, and a Slack workspace.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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