Lead Scoring Pipeline with Mattermost and Trello
Lead Scoring Pipeline with Mattermost and Trello This workflow automatically enriches incoming form-based leads, calculates a lead-score from multiple data points, and then routes high-value prospects to a Mattermost alert channel while adding all leads to Trello for further handling. It centralizes lead intelligence and streamlines sales team triage—no manual spreadsheet work required. Pre-conditions/Requirements Prerequisites n8n instance (self-hosted or n8n cloud) ScrapeGraphAI community node installed Active Trello and Mattermost workspaces Lead-capture form or webhook that delivers JSON payloads Required Credentials Trello API Key & Token** – Access to the board/list where cards will be created Mattermost Access Token** – Permission to post messages in the target channel (Optional) Clearbit / Apollo / 3rd-party enrichment keys** – If you replace the sample enrichment HTTP requests Specific Setup Requirements | Variable | Purpose | Example Value | |-------------------------|-------------------------------------------|------------------------| | MM_CHANNEL_ID | Mattermost channel to post high-score leads | leads-alerts | | TRELLO_BOARD_ID | Board where new cards are added | 62f1d… | | TRELLO_LIST_ID_HOT | Trello list for hot leads | Hot Deals | | TRELLO_LIST_ID_BACKLOG| Trello list for all other leads | New Leads | | LEAD_SCORE_THRESHOLD | Score above which a lead is considered hot| 70 | How it works This workflow grabs new leads at a defined interval, enriches each lead with external data, computes a custom score, and routes the lead: high-scorers trigger a Mattermost alert and are placed in a “Hot Deals” list, while the rest are stored in a “Backlog” list on Trello. All actions are fully automated and run unattended once configured. Key Steps: Schedule Trigger**: Runs every 15 minutes to poll for new form submissions. HTTP Request – Fetch Leads**: Retrieves the latest unprocessed leads from your form backend or CRM API. Split In Batches**: Processes leads 20 at a time to respect API rate limits. HTTP Request – Enrich Lead**: Calls external enrichment (e.g., Clearbit) to append company and person data. Code – Calculate Score**: JavaScript that applies weightings to enriched attributes and outputs a numeric score. IF – Score Threshold**: Branches flow based on LEAD_SCORE_THRESHOLD. Mattermost Node**: Sends a rich-text message with lead details for high-score prospects. Trello Node (Hot List)**: Creates a Trello card in the “Hot Deals” list for high-value leads. Trello Node (Backlog)**: Creates a Trello card in the “New Leads” list for everyone else. Merge & Flag Processed**: Marks leads as processed to avoid re-processing in future runs. Set up steps Setup Time: 10–15 minutes Import the Workflow: Download the JSON template and import it into n8n. Create / Select Credentials: Add your Trello API key & token under Trello API credentials. Add your Mattermost personal access token under Mattermost API credentials. Configure Environment Variables: Set MM_CHANNEL_ID, TRELLO_BOARD_ID, TRELLO_LIST_ID_HOT, TRELLO_LIST_ID_BACKLOG, and LEAD_SCORE_THRESHOLD in n8n → Settings → Environment. Form Backend Endpoint: Update the first HTTP Request node with the correct URL and authentication for your form or CRM. (Optional) Enrichment Provider: Replace the sample enrichment HTTP Request with your chosen provider’s endpoint and credentials. Test Run: Execute the workflow manually with a sample payload to ensure Trello cards and Mattermost messages are produced. Activate: Enable the workflow; it will now run on the defined schedule. Node Descriptions Core Workflow Nodes: Schedule Trigger** – Triggers workflow every 15 minutes. HTTP Request (Fetch Leads)** – Pulls unprocessed leads. SplitInBatches** – Limits processing to 20 leads per batch. HTTP Request (Enrich Lead)** – Adds firmographic & technographic data. Code (Calculate Score)** – JavaScript scoring algorithm; outputs score field. IF (Score ≥ Threshold)** – Determines routing path. Mattermost** – Sends formatted message with lead summary & score. Trello (Create Card)** – Adds lead as a card to the appropriate list. Merge (Flag Processed)** – Updates source system to mark lead as processed. Data Flow: Schedule Trigger → HTTP Request (Fetch Leads) → SplitInBatches → HTTP Request (Enrich Lead) → Code (Calculate Score) → IF IF (Yes) → Mattermost → Trello (Hot List) IF (No) → Trello (Backlog) Both branches → Merge (Flag Processed) Customization Examples Adjust Scoring Weights // Code node: adjust weights to change scoring logic const weights = { industry: 15, companySize: 25, jobTitle: 20, intentSignals: 40 }; Dynamic Trello List Mapping // Use a Lookup table instead of IF node const mapping = { hot: 'TRELLO_LIST_ID_HOT', cold: 'TRELLO_LIST_ID_BACKLOG' }; items[0].json.listId = mapping[items[0].json.segment]; return items; Data Output Format The workflow outputs structured JSON data: { "leadId": "12345", "email": "jane.doe@example.com", "score": 82, "priority": "hot", "trelloCardUrl": "https://trello.com/c/abc123", "mattermostPostId": "78yzk9n8ppgkkp" } Troubleshooting Common Issues Trello authentication fails – Ensure the token has write access and that the API key & token pair belong to the same Trello account. Mattermost message not sent – Confirm the token can post in the target channel and that MM_CHANNEL_ID is correct. Performance Tips Batch leads in groups of 20–50 to avoid enrichment API rate-limit errors. Cache enrichment responses for repeat domains to reduce API calls. Pro Tips: Add a second IF node to send ultra-high (>90) scores directly to an account executive via email. Store raw enrichment responses in a database for future analytics. Use n8n’s built-in Execution Data Save to debug edge-cases without rerunning external API calls. An n8n automation workflow template by vinci-king-01.
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