This workflow ingests new lead submissions via a web form and automates end-to-end qualification. The system scrapes the lead’s website, converts HTML to markdown, and uses the Tavly API to fetch LinkedIn data which is then summarized using an LLM. The consolidated lead details are stored in an AirTable CRM before a Vapi-powered AI phone agent calls the lead to qualify them and schedule meetings via Google Calendar. Created and demonstrated by Rory Ridgers, the free template is included.

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