CASE 01 · PROFESSIONAL SERVICES FIRM

Website enquiries reached the sales team a day late

CRM API n8n OpenAI Slack
under 2 min
FIRST REPLY, FROM ~1 DAY
6 hrs/wk
ADMIN TIME REMOVED
PROBLEM

Enquiries arrived in a shared inbox. Someone re-typed each one into the CRM, judged whether it was worth pursuing, then wrote a reply from memory. Anything after 4pm waited until the next morning.

AUTOMATION

Form webhook into an n8n workflow: an AI step reads the enquiry, scores fit against their criteria, creates the CRM record with notes, sends a personalised reply, and posts the summary to the team channel.

RESULT

Every enquiry now gets a reply within two minutes, day or night, and lands in the CRM already qualified. Nothing sits in the inbox overnight.

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