AI-driven lead classification & routing with HighLevel and Azure GPT-4o-mini
Ready for 3.0What this workflow does
This AI workflow has 12 nodes and runs manually, when you click “Execute workflow”. Along the way it connects HighLevel and Azure OpenAI Chat Model.
How it runs
Trigger: Manually, when you click “Execute workflow”.
- Fetch All Opportunities (HighLevel): get many (opportunity)
- Fetch Contact Details (HighLevel): get
- AI Lead Classifier Agent (AI Agent): runs an AI agent, with model: Azure OpenAI GPT-4o-mini
- Process AI Response (Code): runs custom JavaScript code
- Check: Demo Request? (If): checks a condition and branches into true / false
- Check: Support Query? (If): checks a condition and branches into true / false
- Check: Partnership Inquiry? (If): checks a condition and branches into true / false
- Route to Demo Team (Send Email): sends an email over SMTP
- Route to Support Team (Send Email): sends an email over SMTP
- Route to Partnership Team (Send Email): sends an email over SMTP
Services it uses
Before you upgrade to n8n 3.0
Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.
Nodes used (7)
- Manual Trigger
n8n-nodes-base.manualTrigger - If
n8n-nodes-base.if - Send Email
n8n-nodes-base.emailSend - AI Agent
@n8n/n8n-nodes-langchain.agent - HighLevel
n8n-nodes-base.highLevel - Azure OpenAI Chat Model
@n8n/n8n-nodes-langchain.lmChatAzureOpenAi - Code
n8n-nodes-base.code
From the author
Description: Streamline your lead management process with this AI-driven n8n automation template. The workflow fetches opportunities from HighLevel (GHL), enriches them with contact details, and uses Azure OpenAI GPT-4o-mini to analyze each lead’s intent…