01·AI Automation
Portfolio Project
AI Lead Qualification & CRM Auto-Sync
Replace manual lead intake with a conversational AI that qualifies and syncs to your CRM automatically.
Next.jsOpenAI APIPostgreSQLWebhookTailwind CSS
ai-lead-qualification.app
Overview
Traditional lead forms capture surface-level data and create a lag between submission and sales response. This project replaces the static intake form with a dynamic AI-driven conversation that adapts its questions based on prior answers, scores the lead, and triggers CRM records instantly.
The Problem
Sales teams were spending hours manually qualifying leads from web forms, often responding hours after submission. Low-quality leads wasted sales bandwidth while high-intent leads went cold.
The Solution
A chatbot widget embedded on the client's site conducts structured qualification conversations. Once a conversation concludes, the AI extracts key fields, assigns a lead score, and fires a CRM webhook — populating the pipeline before a human ever reviews it.
Key Features
Adaptive Dialogue
Questions branch based on previous answers, ensuring relevant qualification without rigid form structure.
Structured Data Extraction
AI parses free-form responses into typed CRM fields: company size, budget, timeline, and use case.
CRM Webhook Sync
Qualified leads are pushed to the CRM immediately via webhook with full conversation context attached.
Lead Scoring
Leads are scored 1–100 based on qualification criteria and surfaced to sales reps in priority order.