Step 2: Connect Jotform Lead Intake and Map Lead Fields

Normalize the incoming form payload into fields used throughout the workflow.

1. Add the Map Lead Fields node and connect it after Jotform Lead Intake.
2. In Map Lead Fields, set the assignments to the following expressions: companyName → {{ $json.rawRequest['q3_companyName'] }}, contactName → {{ $json.rawRequest['q4_contactName'] }}, email → {{ $json.rawRequest['q5_email'] }}, phone → {{ $json.rawRequest['q6_phone'] }}.
3. Continue mapping: companySize → {{ $json.rawRequest['q7_companySize'] }}, budgetRange → {{ $json.rawRequest['q8_budgetRange'] }}, timeline → {{ $json.rawRequest['q9_timeline'] }}, industry → {{ $json.rawRequest['q10_industry'] }}.
4. Finalize mapping: currentSolution → {{ $json.rawRequest['q11_currentSolution'] }}, painPoints → {{ $json.rawRequest['q12_painPoints'] }}, submissionId → {{ $json.submissionID }}, submittedAt → {{ $now.toISO() }}.

Step 3: Set Up AI Qualification Scoring

Use AI to score the lead with a BANT-based qualification analysis.

1. Add AI Qualification Scoring and connect it after Map Lead Fields.
2. Set Text to the full prompt expression: =Analyze this lead using the BANT framework (Budget, Authority, Need, Timeline) and provide comprehensive qualification: LEAD INFORMATION: Company: {{ $json.companyName }} Contact: {{ $json.contactName }} Email: {{ $json.email }} Phone: {{ $json.phone }} Company Size: {{ $json.companySize }} Budget Range: {{ $json.budgetRange }} Timeline: {{ $json.timeline }} Industry: {{ $json.industry }} Current Solution: {{ $json.currentSolution }} Pain Points: {{ $json.painPoints }} Provide analysis in JSON format: { "leadScore": 0-100, "qualificationTier": "Hot/Warm/Cold/Unqualified", "bant": { "budget": { "score": 0-25, "assessment": "description", "hasBudget": true/false }, "authority": { "score": 0-25, "assessment": "description", "decisionMaker": true/false }, "need": { "score": 0-25, "assessment": "description", "painSeverity": "low/medium/high/critical" }, "timeline": { "score": 0-25, "assessment": "description", "urgency": "immediate/1-3months/3-6months/6+months" } }, "keyInsights": ["insight1", "insight2"], "redFlags": ["flag1", "flag2"], "opportunitySize": "small/medium/large/enterprise", "competitorVulnerability": "low/medium/high", "recommendedAction": "immediate call/email nurture/demo/disqualify", "idealSalesRep": "senior/mid-level/junior/SDR", "conversionProbability": "0-100%", "estimatedDealValue": "dollar amount or range", "nextSteps": ["step1", "step2", "step3"], "talkingPoints": ["point1", "point2", "point3"] }.
3. Ensure OpenAI Chat Engine is connected as the language model for AI Qualification Scoring.
4. Credential Required: Connect your openAiApi credentials in OpenAI Chat Engine (not in the agent node).
5. Add Extract Scoring Result after AI Qualification Scoring and set Mode to expressionData to normalize the AI JSON output.

Step 4: Configure Assign Sales Representative

Route qualified leads to the correct sales rep based on score, industry, and workload.

1. Add Assign Sales Representative and connect it after Extract Scoring Result.
2. Set JavaScript Code to the provided script (including your rep details and emails) exactly as shown in the workflow: const salesTeam = { ... } ... return { json: output };.
3. Confirm the code references Map Lead Fields for industry and company size using $('Map Lead Fields').first().json.industry and $('Map Lead Fields').first().json.companySize.

Step 5: Configure Output/Action Nodes

Create CRM records, email the assigned rep, acknowledge the lead, and log the lead to Sheets in parallel.

1. Connect Assign Sales Representative to its parallel branches. Assign Sales Representative outputs to both Create CRM Entry and Email Rep Alert and Send Lead Acknowledgment and Append Tracking Record in parallel.
2. In Create CRM Entry, set URL to https://api.hubapi.com/crm/v3/objects/contacts, Method to POST, Authentication to predefinedCredentialType, and Credential Type to hubspotApi.
3. Credential Required: Connect your hubspotApi credentials in Create CRM Entry (this node requires credentials but none are configured yet).
4. In Email Rep Alert, set Send To to {{ $json.assignedRepEmail }}, Subject to =🔥 {{ $json.qualificationTier }} Lead Assigned: {{ $json.companyName }} (Score: {{ $json.leadScore }}), and Message to the provided HTML body expression.
5. Credential Required: Connect your gmailOAuth2 credentials in Email Rep Alert.
6. In Send Lead Acknowledgment, set Send To to {{ $json.email }}, Subject to =Thank You for Your Interest!, and Message to the provided HTML body expression.
7. Credential Required: Connect your gmailOAuth2 credentials in Send Lead Acknowledgment.
8. In Append Tracking Record, set Operation to appendOrUpdate, Document ID to [YOUR_ID], and Sheet Name to Lead_Tracking.
9. Map the key columns in Append Tracking Record using expressions like email → {{ $json.email }}, leadScore → {{ $json.leadScore }}, repEmail → {{ $json.assignedRepEmail }}, qualificationTier → {{ $json.qualificationTier }}, and keep the full mapping as defined in the workflow.
10. Credential Required: Connect your googleSheetsOAuth2Api credentials in Append Tracking Record.

Step 6: Test and Activate Your Workflow

Verify each branch works correctly before enabling the workflow for production.

1. Use Jotform Lead Intake to submit a test entry, then click Execute Workflow to run the full flow.
2. Confirm the AI output is parsed in Extract Scoring Result and that Assign Sales Representative outputs assignedRepName and assignedRepEmail.
3. Verify all four parallel actions complete: a CRM contact is created by Create CRM Entry, the rep receives Email Rep Alert, the lead receives Send Lead Acknowledgment, and a new row appears in Append Tracking Record.
4. When satisfied, toggle the workflow to Active so it runs automatically for new Jotform submissions.