Building Lead Capture & Scoring Agent for My Agency
Case StudiesMarch 6, 20261 min readKhatri Automations

Building Lead Capture & Scoring Agent for My Agency

The Problem

Leads were coming from LinkedIn:

  • Connection accepted
  • DM replies
  • Cold outreach responses

But manually I had to:

  • Check messages
  • Copy details into Notion
  • Decide priority
  • Write replies
  • Update pipeline stage

That delay costs deals.

The System

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Now when someone:

  • Accepts my connection
  • Replies to my outreach

The automation:

  1. Captures webhook data
  2. Normalises lead details
  3. Checks if the lead already exists in Notion
  4. Sends data to AI for scoring
  5. Returns:
    • Hot / Warm / Cold
    • Reason for score
    • Suggested reply
  6. Creates a Notion lead card
  7. Sends structured alert in Discord

Everything happens instantly.

What Changed

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Before:

  • Manual CRM entry
  • Guesswork prioritisation
  • Slow replies

After:

  • Automatic logging
  • Clear lead priority
  • Faster response time

Speed compounds in sales.

Why This Matters

Most agencies don’t have a lead generation problem.

They have a follow-up system problem.

Automation fixes that.

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