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Industry: B2B Sales Automation & Marketing Technology

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Context

A B2B sales operation needed to connect website conversations, lead qualification, CRM records, conversation analysis, and management reporting in one workflow. The existing environment included website chat, Zoho CRM, Google Sheets, PostgreSQL, and Telegram. The project was implemented as three connected n8n workflows covering lead qualification, conversation analysis, and weekly reporting.

Problem

Lead information, qualification details, conversation history, and management reporting were distributed across several systems. Manual processing increased the risk of incomplete CRM records, inconsistent qualification, and delayed visibility for management. The goal was to create a controlled process that qualifies leads consistently, records verified data, analyzes dialog quality, and delivers an automated weekly report.

Solution

The goal was to create an automated sales ecosystem that:

• performs BANT qualification of potential customers;
• calculates an AI Score and lead qualification status;
• creates leads in Zoho CRM;
• stores conversation history;
• analyzes conversation quality;
• records analysis results in Google Sheets;
• generates a weekly CEO report;
• sends the report through Telegram.

Tech Stack

• n8n
• OpenAI
• Zoho CRM
• PostgreSQL / Neon