{ "name": "Lead Workflow A - Intake Qualification and First Reply", "nodes": [ { "id": "34ddb264-2cc4-4646-a08b-f8443bac85a2", "name": "Tally Lead Intake Webhook", "type": "n8n-nodes-base.webhook", "typeVersion": 2.1, "position": [ -1100, -160 ], "parameters": { "path": "leads/tally-intake", "httpMethod": "POST", "responseMode": "onReceived", "options": {} } }, { "id": "f067b934-0570-4d6d-ae4e-a67bbe5447ed", "name": "Prepare Tally Lead Qualification Prompt", "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [ -840, -160 ], "parameters": { "mode": "runOnceForEachItem", "jsCode": "const config = {\\n businessName: \"Prime Properties Agency\",\\n vertical: \"real estate agency\",\\n ownerName: \"Marco\",\\n calendarLink: \"https://calendly.com/prime-properties/intro\",\\n hotThreshold: 7,\\n warmThreshold: 4,\\n\\n qualificationFields: [\\n \"budget\",\\n \"buy_or_rent\",\\n \"location_preference\",\\n \"bedrooms\",\\n \"timeline_months\",\\n \"currently_renting_or_owning\"\\n ],\\n\\n scoringRules: `\\n Score higher if: budget is confirmed, timeline is under 3 months,\\n location is specific, they mention a reason for moving.\\n Score lower if: no budget mentioned, timeline is vague or over 12 months,\\n message is very short with no specifics.\\n `,\\n\\n followupAngles: [\\n \"gentle check-in, ask if they had a chance to think it over, mention 2 new listings\",\\n \"add value \\u2014 share one market insight relevant to their search criteria\",\\n \"soft close \\u2014 this is the last message, leave the door open with no pressure\"\\n ],\\n\\n proofElement: \"We helped 14 families find their home in Tirana this quarter.\",\\n};\n\n// This Code node normalizes the Tally webhook payload, validates the email, and builds the Groq qualification prompt.\nconst env = (typeof $env !== \"undefined\") ? $env : ((typeof process !== \"undefined\" && process.env) ? process.env : {});\nconst item = $json;\n\nfunction readField(payload, names) {\n const roots = [payload, payload.body, payload.data, payload.body?.data].filter(Boolean);\n for (const root of roots) {\n for (const name of names) {\n if (root[name] !== undefined && root[name] !== null && String(root[name]).trim() !== \"\") return root[name];\n }\n }\n const arrays = [payload.fields, payload.answers, payload.body?.fields, payload.body?.answers, payload.data?.fields, payload.data?.answers, payload.body?.data?.fields, payload.body?.data?.answers].filter(Array.isArray).flat();\n const wanted = names.map((name) => String(name).toLowerCase().replace(/[^a-z0-9]/g, \"\"));\n for (const field of arrays) {\n const identifiers = [field.key, field.id, field.name, field.label, field.title, field.field?.key, field.field?.id, field.field?.label, field.field?.title].map((value) => String(value ?? \"\").toLowerCase().replace(/[^a-z0-9]/g, \"\"));\n if (identifiers.some((identifier) => wanted.includes(identifier))) {\n return field.value ?? field.answer ?? field.text ?? field.email ?? field.phone_number ?? \"\";\n }\n }\n return \"\";\n}\n\nconst name = String(readField(item, [\"name\", \"full_name\", \"fullName\"]) || \"there\").trim();\nconst email = String(readField(item, [\"email\", \"email_address\", \"emailAddress\"])).trim().toLowerCase();\nconst phone = String(readField(item, [\"phone\", \"phone_number\", \"phoneNumber\"]) || \"\").trim();\nconst rawMessage = String(readField(item, [\"message\", \"raw_message\", \"inquiry\", \"details\"]) || \"\").trim();\n\nif (!email || !/^[^\\s@]+@[^\\s@]+\\.[^\\s@]+$/.test(email)) {\n throw new Error(\"A valid lead email is required.\");\n}\n\nconst source = \"tally\";\nconst airtableBaseUrl = \"https://api.airtable.com/v0/\" + encodeURIComponent(env.AIRTABLE_BASE_ID || \"REPLACE_AIRTABLE_BASE_ID\") + \"/\" + encodeURIComponent(env.AIRTABLE_TABLE_NAME || \"Leads\");\n\nconst qualificationPrompt = `\nYou are a lead qualification AI for ${config.businessName}, a ${config.vertical}.\n\nAnalyze this inquiry and extract structured data.\nSet any field to null if not mentioned.\n\nInquiry: \"${rawMessage}\"\n\nReturn ONLY valid JSON with these fields:\n${config.qualificationFields.map(f => `\"${f}\"`).join(\", \")},\n\"lead_quality\" (one of: hot, warm, cold),\n\"summary\" (one sentence describing what this lead needs),\n\"score\" (integer 1-10 based on these rules: ${config.scoringRules})\n\nReturn JSON only. No explanation. No markdown.\n`;\n\nreturn {\n name,\n email,\n phone,\n rawMessage,\n source,\n prompt: qualificationPrompt,\n airtableBaseUrl,\n};" } }, { "id": "6903548b-a3d6-4948-800b-b464a391e72f", "name": "Groq Qualify and Score Lead", "type": "n8n-nodes-base.httpRequest", "typeVersion": 4.2, "position": [ -580, -160 ], "parameters": { "method": "POST", "url": "https://api.groq.com/openai/v1/chat/completions", "authentication": "genericCredentialType", "genericAuthType": "httpHeaderAuth", "sendHeaders": true, "headerParameters": { "parameters": [ { "name": "Content-Type", "value": "application/json" } ] }, "sendBody": true, "contentType": "json", "specifyBody": "json", "jsonBody": "={{ JSON.stringify({ model: \"llama-3.3-70b-versatile\", temperature: 0.3, max_tokens: 600, messages: [{ role: \"system\", content: \"You are a lead qualification and email writing AI. Follow instructions exactly. Return only what is asked.\" }, { role: \"user\", content: $json.prompt }] }) }}", "options": {} } }, { "id": "6bb552d6-5c93-496e-9030-21c35f76fd95", "name": "Parse Qualification and Score Lead", "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [ -320, -160 ], "parameters": { "mode": "runOnceForEachItem", "jsCode": "const config = {\\n businessName: \"Prime Properties Agency\",\\n vertical: \"real estate agency\",\\n ownerName: \"Marco\",\\n calendarLink: \"https://calendly.com/prime-properties/intro\",\\n hotThreshold: 7,\\n warmThreshold: 4,\\n\\n qualificationFields: [\\n \"budget\",\\n \"buy_or_rent\",\\n \"location_preference\",\\n \"bedrooms\",\\n \"timeline_months\",\\n \"currently_renting_or_owning\"\\n ],\\n\\n scoringRules: `\\n Score higher if: budget is confirmed, timeline is under 3 months,\\n location is specific, they mention a reason for moving.\\n Score lower if: no budget mentioned, timeline is vague or over 12 months,\\n message is very short with no specifics.\\n `,\\n\\n followupAngles: [\\n \"gentle check-in, ask if they had a chance to think it over, mention 2 new listings\",\\n \"add value \\u2014 share one market insight relevant to their search criteria\",\\n \"soft close \\u2014 this is the last message, leave the door open with no pressure\"\\n ],\\n\\n proofElement: \"We helped 14 families find their home in Tirana this quarter.\",\\n};\n\n// This Code node parses Groq's structured qualification JSON and applies the configured scoring thresholds.\nconst source = $(\"Prepare Tally Lead Qualification Prompt\").first().json;\nconst raw = $json.choices[0].message.content;\nlet qualifiedData;\ntry {\n const clean = raw.replace(/```json|```/gi, \"\").trim();\n qualifiedData = JSON.parse(clean);\n} catch (e) {\n qualifiedData = {\n summary: \"Lead submitted an inquiry. Manual review needed.\",\n lead_quality: \"warm\",\n score: 5\n };\n}\n\nconst groqScore = qualifiedData.score || 5;\nconst baseScore = groqScore;\n\n// Boost signals\nlet finalScore = baseScore;\nif (qualifiedData.lead_quality === \"hot\") finalScore = Math.min(10, finalScore + 2);\nif (qualifiedData.timeline_months && qualifiedData.timeline_months <= 3) finalScore += 1;\nif (qualifiedData.budget !== null) finalScore += 1;\n\nfinalScore = Math.min(10, finalScore);\n\nconst classification =\n finalScore >= config.hotThreshold ? \"hot\" :\n finalScore >= config.warmThreshold ? \"warm\" : \"cold\";\n\nconst score = finalScore;\nconst qualified_data = qualifiedData;\nconst name = source.name;\nconst firstReplyPrompt = `\nWrite a first reply email from ${config.ownerName} at ${config.businessName}\nto a new lead named ${name}.\n\nTheir situation: ${qualified_data.summary}\nTheir score: ${score}/10\n\nRules:\n- Under 120 words\n- Sound like a person, not a company\n- Reference one specific detail from their inquiry\n- End with a question or a soft CTA linking to: ${config.calendarLink}\n- Do not mention AI, automation, or templates\nReturn plain text only. No subject line. No sign-off.\n`;\n\nconst gotifyPayload = {\n title: \"Hot lead: \" + source.name,\n message: [\n \"Name: \" + source.name,\n \"Email: \" + source.email,\n \"Score: \" + finalScore + \"/10\",\n \"Summary: \" + (qualifiedData.summary || \"No summary returned\"),\n ].join(\"\\n\"),\n priority: 8,\n};\n\nconst airtableFields = {\n Name: source.name,\n Email: source.email,\n Phone: source.phone,\n \"Raw Message\": source.rawMessage,\n Source: source.source,\n Score: finalScore,\n Classification: classification,\n Status: \"new\",\n Summary: qualifiedData.summary || \"\",\n \"Follow-up Count\": 0,\n \"Meeting Booked\": false,\n};\n\nreturn {\n name: source.name,\n email: source.email,\n phone: source.phone,\n raw_message: source.rawMessage,\n source: source.source,\n qualifiedData,\n finalScore,\n classification,\n prompt: firstReplyPrompt,\n gotifyPayload,\n airtableBaseUrl: source.airtableBaseUrl,\n airtableCreateBody: { records: [{ fields: airtableFields }] },\n pgParams: [\n source.name,\n source.email,\n source.phone,\n source.rawMessage,\n source.source,\n JSON.stringify(qualifiedData),\n finalScore,\n classification,\n firstReplyPrompt,\n JSON.stringify(gotifyPayload),\n source.airtableBaseUrl,\n JSON.stringify({ records: [{ fields: airtableFields }] }),\n ],\n};" } }, { "id": "47596784-1e41-4752-89d6-1ef9ad272a7f", "name": "Insert Qualified Lead in Postgres", "type": "n8n-nodes-base.postgres", "typeVersion": 2.6, "position": [ -60, -160 ], "parameters": { "operation": "executeQuery", "query": "INSERT INTO leads (\n name,\n email,\n phone,\n raw_message,\n source,\n qualified_data,\n score,\n classification,\n status\n) VALUES (\n $1,\n $2,\n $3,\n $4,\n $5,\n $6::jsonb,\n $7,\n $8,\n 'new'\n)\nRETURNING\n id,\n name,\n email,\n phone,\n raw_message,\n source,\n qualified_data,\n score,\n classification,\n status,\n followup_count,\n last_followup_at,\n meeting_booked,\n created_at,\n $9::text AS prompt,\n $10::jsonb AS gotify_payload,\n $11::text AS airtable_base_url,\n $12::jsonb AS airtable_create_body;", "options": { "queryReplacement": "={{ $json.pgParams }}" } } }, { "id": "92620c94-d569-4322-a34b-bd8918984232", "name": "Lead Is Hot", "type": "n8n-nodes-base.if", "typeVersion": 2.2, "position": [ 200, -160 ], "parameters": { "conditions": { "options": { "caseSensitive": true, "leftValue": "", "typeValidation": "strict", "version": 2 }, "conditions": [ { "id": "cabdde44-7c9b-4815-8345-adab1a7f06dd", "leftValue": "={{ $json.classification }}", "rightValue": "hot", "operator": { "type": "string", "operation": "equals" } } ], "combinator": "and" }, "options": {} } }, { "id": "d563b095-2ec0-4ab4-bc0c-c84f78fff761", "name": "Notify Gotify About Hot Lead", "type": "n8n-nodes-base.httpRequest", "typeVersion": 4.2, "position": [ 460, -300 ], "parameters": { "method": "POST", "url": "={{ (($env.GOTIFY_URL || \"http://gotify:80\").replace(/\\/$/, \"\")) + \"/message\" }}", "authentication": "none", "sendHeaders": true, "headerParameters": { "parameters": [ { "name": "Content-Type", "value": "application/json" }, { "name": "X-Gotify-Key", "value": "={{ $env.GOTIFY_TOKEN }}" } ] }, "sendBody": true, "contentType": "json", "specifyBody": "json", "jsonBody": "={{ JSON.stringify($json.gotify_payload) }}", "options": {} } }, { "id": "e3cf12da-cacb-40f5-91fa-4bcb482f78d8", "name": "Groq Generate First Reply Email", "type": "n8n-nodes-base.httpRequest", "typeVersion": 4.2, "position": [ 460, -40 ], "parameters": { "method": "POST", "url": "https://api.groq.com/openai/v1/chat/completions", "authentication": "genericCredentialType", "genericAuthType": "httpHeaderAuth", "sendHeaders": true, "headerParameters": { "parameters": [ { "name": "Content-Type", "value": "application/json" } ] }, "sendBody": true, "contentType": "json", "specifyBody": "json", "jsonBody": "={{ JSON.stringify({ model: \"llama-3.3-70b-versatile\", temperature: 0.3, max_tokens: 600, messages: [{ role: \"system\", content: \"You are a lead qualification and email writing AI. Follow instructions exactly. Return only what is asked.\" }, { role: \"user\", content: $json.prompt }] }) }}", "options": {} } }, { "id": "138bd013-7425-4414-8458-cc6891c154db", "name": "Parse First Reply Email", "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [ 720, -40 ], "parameters": { "mode": "runOnceForEachItem", "jsCode": "const config = {\\n businessName: \"Prime Properties Agency\",\\n vertical: \"real estate agency\",\\n ownerName: \"Marco\",\\n calendarLink: \"https://calendly.com/prime-properties/intro\",\\n hotThreshold: 7,\\n warmThreshold: 4,\\n\\n qualificationFields: [\\n \"budget\",\\n \"buy_or_rent\",\\n \"location_preference\",\\n \"bedrooms\",\\n \"timeline_months\",\\n \"currently_renting_or_owning\"\\n ],\\n\\n scoringRules: `\\n Score higher if: budget is confirmed, timeline is under 3 months,\\n location is specific, they mention a reason for moving.\\n Score lower if: no budget mentioned, timeline is vague or over 12 months,\\n message is very short with no specifics.\\n `,\\n\\n followupAngles: [\\n \"gentle check-in, ask if they had a chance to think it over, mention 2 new listings\",\\n \"add value \\u2014 share one market insight relevant to their search criteria\",\\n \"soft close \\u2014 this is the last message, leave the door open with no pressure\"\\n ],\\n\\n proofElement: \"We helped 14 families find their home in Tirana this quarter.\",\\n};\n\n// This Code node parses Groq's first reply text and restores the lead context for Gmail, Airtable, and status updates.\nconst source = $(\"Insert Qualified Lead in Postgres\").first().json;\nconst raw = $json.choices[0].message.content;\nconst emailBody = raw.replace(/```[a-z]*\\n?/gi, \"\").trim();\nreturn {\n ...source,\n emailBody,\n gmailSubject: \"Re: your inquiry\",\n};" } }, { "id": "38a12c34-738e-4b2b-90a9-f69ebc99130d", "name": "Send First Reply via Gmail OAuth", "type": "n8n-nodes-base.gmail", "typeVersion": 2.1, "position": [ 980, -40 ], "parameters": { "sendTo": "={{ $json.email }}", "subject": "={{ $json.gmailSubject }}", "message": "={{ $json.emailBody }}", "emailType": "text", "options": { "appendAttribution": false } } }, { "id": "c7578889-813d-4329-9a25-f8df03469510", "name": "Create Airtable Lead Record", "type": "n8n-nodes-base.httpRequest", "typeVersion": 4.2, "position": [ 1240, -40 ], "parameters": { "method": "POST", "url": "={{ $(\"Parse First Reply Email\").first().json.airtable_base_url }}", "authentication": "genericCredentialType", "genericAuthType": "httpHeaderAuth", "sendHeaders": true, "headerParameters": { "parameters": [ { "name": "Content-Type", "value": "application/json" } ] }, "sendBody": true, "contentType": "json", "specifyBody": "json", "jsonBody": "={{ JSON.stringify($(\"Parse First Reply Email\").first().json.airtable_create_body) }}", "options": {} } }, { "id": "55a8feed-ad8e-4aee-aabc-1fc01704b855", "name": "Mark Lead Contacted in Postgres", "type": "n8n-nodes-base.postgres", "typeVersion": 2.6, "position": [ 1500, -40 ], "parameters": { "operation": "executeQuery", "query": "UPDATE leads\nSET status = 'contacted',\n last_followup_at = NOW()\nWHERE id = $1\nRETURNING id, status, last_followup_at;", "options": { "queryReplacement": "={{ [$(\"Parse First Reply Email\").first().json.id] }}" } } } ], "connections": { "Tally Lead Intake Webhook": { "main": [ [ { "node": "Prepare Tally Lead Qualification Prompt", "type": "main", "index": 0 } ] ] }, "Prepare Tally Lead Qualification Prompt": { "main": [ [ { "node": "Groq Qualify and Score Lead", "type": "main", "index": 0 } ] ] }, "Groq Qualify and Score Lead": { "main": [ [ { "node": "Parse Qualification and Score Lead", "type": "main", "index": 0 } ] ] }, "Parse Qualification and Score Lead": { "main": [ [ { "node": "Insert Qualified Lead in Postgres", "type": "main", "index": 0 } ] ] }, "Insert Qualified Lead in Postgres": { "main": [ [ { "node": "Lead Is Hot", "type": "main", "index": 0 } ] ] }, "Lead Is Hot": { "main": [ [ { "node": "Notify Gotify About Hot Lead", "type": "main", "index": 0 }, { "node": "Groq Generate First Reply Email", "type": "main", "index": 0 } ], [ { "node": "Groq Generate First Reply Email", "type": "main", "index": 0 } ] ] }, "Groq Generate First Reply Email": { "main": [ [ { "node": "Parse First Reply Email", "type": "main", "index": 0 } ] ] }, "Parse First Reply Email": { "main": [ [ { "node": "Send First Reply via Gmail OAuth", "type": "main", "index": 0 } ] ] }, "Send First Reply via Gmail OAuth": { "main": [ [ { "node": "Create Airtable Lead Record", "type": "main", "index": 0 } ] ] }, "Create Airtable Lead Record": { "main": [ [ { "node": "Mark Lead Contacted in Postgres", "type": "main", "index": 0 } ] ] } }, "settings": { "executionOrder": "v1", "timezone": "Europe/Tirane" } }