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Automated Lead Scoring + Personalized Follow-up Emails

Let an AI Agent read prospect data from CRM, automatically score leads based on industry, company size, interaction history, etc. (Lead Scoring), then generate personalized follow-up email drafts for high-scoring leads. Sales reps only need to review and send with one click, saving 2-3 hours of repetitive work daily.

Steps

  1. 1

    Use n8n to periodically pull new leads from CRM (HubSpot/Salesforce)

  2. 2

    Design scoring rules: company size × industry fit × interaction frequency

  3. 3

    AI generates personalized emails for each high-scoring lead (citing the client's latest company news)

  4. 4

    Aggregate drafts into Google Sheets for sales review and batch sending

  5. 5

    Track reply rates and continuously optimize scoring weights

Recommended tools

n8nDifygmailgoogle-sheets

Also available in 中文.