AI Sales Qualification & CRM Sync (BANT Framework)

Overview

This guide deploys the AI Sales Qualification & CRM Sync (BANT Framework) workflow.

The workflow creates a Trugen sales discovery agent, performs AI lead qualification, routes leads by score, and syncs outcomes to HubSpot and Google Sheets.

Quick Start: Deployment Flow

This workflow is designed for one-click setup from n8n.

Step 1: n8n Import & Credentials

1. Import AI Sales Qualification & CRM Sync Workflow.json into n8n.
2. Connect credentials for:
   • Trugen AI (agent management)
   • HubSpot (CRM contact sync)
   • Google Workspace (Gmail + Sheets)
   • OpenAI (lead extraction and BANT scoring)

Before you run it: replace hardcoded values

• In Create a new agent, replace callback_url with your own webhook URL.
• In Save to Google Sheets and Log to Tracking Sheet, select your own spreadsheet and tabs.
• Update any account-specific defaults (emails, rep identities, and capacities) in Intelligent Routing Logic.
• Review Gmail recipients/templates in Notify Sales Rep and Send Lead Confirmation.

Step 2: Automated Agent Initialization

• Run ▶️ Click to Start Setup.
• This runs Call Description -> Prepare Interview Agent -> Create a new agent -> Save Agent Info.
• Agent metadata and call link are saved by Save to Google Sheets.

Step 3: Webhook Integration

• Copy the URL from Webhook.
• In Trugen Dashboard, open the sales agent settings.
• Set callback URL to your n8n webhook.
• Set callback event to Call Ended.

Intelligence Flow

Stage 1: Lead Capture

• Trigger: Webhook -> Get conversation details
• Conversation transcript is fetched after call completion.

Stage 2: BANT Analysis

• Analyze Conversation extracts explicit prospect data only.
• AI Agent + Structured Output Parser + OpenAI Chat Model performs BANT scoring and qualification.
• Edit Fields normalizes output for downstream routing.

Stage 3: Routing & Sync

• Intelligent Routing Logic assigns tier and owner:
  • Hot (75+) -> Senior Sales
  • Warm (50-74) -> Mid-Level Sales
  • Cold (25-49) -> SDR
  • Unqualified (<25) -> Marketing Nurture
• Create or update a contact syncs to HubSpot.
• Notify Sales Rep and Send Lead Confirmation send automated Gmail notifications.
• Log to Tracking Sheet writes complete qualification analytics to Google Sheets.

Requirements

• Trugen AI API access
• OpenAI API key (workflow uses GPT-4o + GPT-4o-mini nodes)
• HubSpot account with app token/API access
• Google Workspace for Gmail and Sheets
• n8n instance

Data Captured in Output

• Company/contact profile and discovery details
• BANT score breakdown (budget, authority, need, timeline)
• Final leadScore (0-100), qualificationTier, priority
• Routing decision metadata, assigned rep, and red flags
• Follow-up intelligence (keyInsights, nextSteps, talkingPoints, feedback, mom)

Result

• End-to-end sales qualification automation from call to CRM
• AI-based BANT scoring with deterministic routing rules
• Synced operational output across HubSpot, Gmail, and Google Sheets