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    A new enquiry comes in through your website form. The Zap tidies it, lets AI read it, scores the lead out of 100 and sends it down the right route. Hot leads get a call alert and a reply within a minute. Warm leads get a follow-up two days later if they have not booked. Spam is logged and ignored. At 5pm you get one email listing the day's leads.

    Silent walkthrough with captions, 3 minutes. Built and tested live in my own Zapier account.

    What it does

    1. 1

      Reads the enquiry

      AI decides if it is a booking, a quote, a question or spam, how urgent it is, and drafts a reply.

    2. 2

      Scores the lead

      Budget, type and urgency add up to a score out of 100. 70 or more is Hot.

    3. 3

      Hot leads: acts straight away

      Saves the lead, alerts your team to call within an hour, and sends the AI reply with your booking link.

    4. 4

      Warm leads: follows up

      Saves the lead, waits two days, and sends a friendly follow-up only if they still have not booked.

    5. 5

      Daily summary

      Spam is logged with no emails. Every real lead goes into one summary email at 5pm.

    Tools used

    Zapier FormsFormatterAI by ZapierZapier TablesCode by ZapierPathsDelayFilterDigestEmail

    How it works

    Flowchart: AI lead handling: every enquiry read, scored and followed up. The form, name tidy-up, AI step, contact lookup and scoring run first, then four paths: Hot, Warm, Spam and Daily digest.
    Click to open the full-size flowchart.

    Fillable PDF · 9 pages

    Build it yourself

    The free step-by-step guide lists every step, every setting and the exact AI prompt and code I used, with a tick box for each step.

    Want this built for your business?

    I set it up in your own account, connect it to your form and CRM, and test it with you before it goes live.

    Book a free callCRM & Workflow Support

    Common questions

    AI Lead Handling FAQ

    Yes. The free step-by-step guide lists every step, every setting and the exact AI prompt and code I used, with a tick box for each step.

    Yes. Paths, Code, Delay and Digest are multi-step features, so you need a paid Zapier plan or the free trial. I built the demo on the trial.

    Yes. The demo uses a Zapier form and a Zapier table, but the same flow works with your website form, Typeform, HubSpot, Keap, GoHighLevel or a Google Sheet.

    Yes. The score comes from a few lines of code: budget, enquiry type and urgency. You can change the points, add your own rules or move the Hot cut-off from 70.

    Yes. I can set it up in your Zapier account, connect it to your form and CRM, and change the scoring and emails to suit how you work. Book a free call to talk it through.