Sales teams at window and door manufacturers waste hours calling bots, resellers and out-of-area form fills. An AI gatekeeper on every lead archives junk with a reason tag and routes only genuine buyers to sales, typically cutting time wasted on junk by about 90%.
Typical results
46%
Of form fills auto-archived as junk
Under 1 hr
First call to genuine buyers
+18%
Deals closed the next quarter
Figures reflect typical results for this kind of automation.
The challenge
Nearly half of the form fills coming through the website and Facebook campaigns were junk: bots, price-scraping resellers, contractors fishing for wholesale rates, and homeowners hundreds of kilometers outside the installation area. Salespeople burned two hours a day dialing dead numbers, and genuine buyers waited at the back of the same queue, cooling with every hour.
Before and after
Daily rep time on junk leads
−90%First call to a genuine buyer
−83%Deals closed per quarter
+18%The automation
We built a Make scenario that intercepts every form fill before it reaches the CRM. An OpenAI classification step scores each lead against signals the sales team defined: service area, message content, disposable email domains, and submission patterns that betray bots. Junk is auto-archived with a reason tag — bot, reseller, out-of-area — so nothing is deleted blind, while genuine buyers land in the sales queue enriched with product interest and urgency, ready to call.
How it works
- 01
Lead lands
Every form fill from the website and ad campaigns hits the gatekeeper before it reaches the CRM.
- 02
AI scores it
A classification step checks service area, message content, email domain, and submission patterns that betray bots.
- 03
Junk archived
Non-buyers are auto-archived with a reason tag — bot, reseller, or out-of-area — so nothing is deleted blind.
- 04
Buyers routed
Genuine leads enter the sales queue enriched with product interest and urgency, ready to call.
- 05
Sources reviewed
A weekly report shows which campaigns attract the junk, so ad targeting keeps improving.
Starts from
- Website form fills
- Facebook lead ads
Delivers
- Junk archived with reason
- Genuine buyers to sales queue
- Junk source report
The impact
Sales time spent on junk leads typically drops about 90%, from roughly two hours per rep per day to minutes reviewing the archive log. First-call times for genuine buyers fall from about six hours to under one, and the same headcount can close around 18% more deals within a quarter.
Questions about this automation
How does the AI tell a junk lead from a real buyer?
Before a lead reaches the CRM, an OpenAI classification step checks it against signals the sales team defined: whether the address is inside the installation area, what the message says, disposable email domains and submission patterns typical of bots. Each lead gets a score and a reason tag such as bot, reseller or out-of-area.
Are filtered leads deleted?
No. Junk leads are archived with their reason tag, and the sales team can scan the archive log in a few minutes a day. If a real buyer was filtered by mistake, one click moves the lead into the sales queue, and the case helps the team refine the filtering rules.
Which lead sources does the gatekeeper cover?
It sits in front of every source that feeds the CRM, typically website forms and Facebook lead ads, and runs as a Make scenario. Genuine buyers arrive in the sales queue with product interest and urgency attached, and a weekly report shows which campaigns send the most junk.