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Lead Gen Crm

End-to-end lead generation and CRM pipeline automation for OpenClaw agents.

Rating: 4.7 (66 reviews)
Downloads: 23,667 downloads
Version: 1.0.0

Overview

End-to-end lead generation and CRM pipeline automation for OpenClaw agents.

Complete Documentation

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Lead Gen + CRM Pipeline

Full lead generation pipeline — from discovery to CRM to outreach. Find prospects, enrich their data, qualify them, push to your CRM, and automate follow-up sequences.

Setup

Dependencies

bash

pip3 install requests

API Keys (configure in `config.json`)

Brave Search API — lead discovery (already configured if web_search works)
Hunter.io — email finding/verification (HUNTER_API_KEY, free 25 searches/mo)
HubSpot — CRM integration (HUBSPOT_API_KEY)
Pipedrive — CRM integration (PIPEDRIVE_API_KEY + PIPEDRIVE_DOMAIN)
Zoho — CRM integration (ZOHO_ACCESS_TOKEN)
SendGrid or SMTP — outreach emails (SENDGRID_API_KEY or SMTP config)

Not all are required — use what fits your stack.

Workspace

text

lead-gen/
├── config.json           # API keys, CRM selection, scoring rules
├── leads/                # Lead database (JSON files)
│   ├── raw/              # Newly discovered leads
│   ├── enriched/         # Leads with contact data
│   ├── qualified/        # Scored and qualified
│   └── archived/         # Closed/rejected
├── campaigns/            # Outreach campaign configs
├── templates/            # Email templates
└── reports/              # Pipeline reports

Run scripts/init-workspace.sh to create this structure.

Core Workflows

1. Lead Discovery

Find leads matching your ideal customer profile:

bash

scripts/discover-leads.sh --query "ai agency owner" --count 20
scripts/discover-leads.sh --query "shopify store owner" --industry ecommerce --location "United States"
scripts/discover-leads.sh --directory yelp --category "marketing agencies" --location "Los Angeles"

Discovery sources:

Brave Search — find companies/people matching criteria
Web scraping — extract contact info from search results
Directory parsing — structured business directories

Output: raw lead JSON files in leads/raw/.

2. Lead Enrichment

Add contact data and company info to raw leads:

bash

scripts/enrich-lead.sh <lead-id>
scripts/enrich-leads.sh --batch raw    # Enrich all raw leads

Enrichment adds:

Email addresses — via Hunter.io or pattern matching
Company info — website, size, industry, tech stack
Social profiles — LinkedIn, Twitter handles
Domain authority — basic SEO metrics

3. Lead Scoring

Score leads based on configurable criteria:

bash

scripts/score-leads.sh                  # Score all enriched leads
scripts/score-leads.sh --threshold 70   # Only qualify leads scoring 70+

Default scoring rubric (customizable in config.json):

Company size fit (0-25) — matches your target
Industry match (0-25) — in your target verticals
Email available (0-20) — can reach them
Web presence (0-15) — active website, social profiles
Tech signals (0-15) — uses relevant technology

Leads scoring above threshold move to leads/qualified/.

4. CRM Integration

Push qualified leads to your CRM:

bash

scripts/push-to-crm.sh <lead-id>
scripts/push-to-crm.sh --batch qualified   # Push all qualified leads
scripts/push-to-crm.sh --crm hubspot       # Override default CRM

Supported CRMs:

HubSpot — creates contact + deal, sets pipeline stage
Pipedrive — creates person + deal
Zoho — creates lead record
CSV export — fallback for any CRM via import

See references/crm-setup.md for per-CRM configuration.

5. Email Outreach

Run automated outreach campaigns with follow-ups:

bash

scripts/create-campaign.sh --name "q1-outreach" --template cold-intro --leads qualified
scripts/send-campaign.sh --campaign "q1-outreach" --dry-run    # Preview first
scripts/send-campaign.sh --campaign "q1-outreach"              # Send for real

Campaign features:

Templates with variables — personalized per lead
Multi-step sequences — initial + 2-3 follow-ups
Delay between steps — configurable (default 3 days)
Tracking — opens, replies, bounces (via SendGrid)
Auto-pause — stops sequence when lead replies
Human approval — requires explicit approval before sending

Critical: Never send without user approval. --dry-run always first.

6. Pipeline Reports

bash

scripts/pipeline-report.sh                 # Current pipeline summary
scripts/pipeline-report.sh --weekly        # Weekly activity report
scripts/pipeline-report.sh --conversion    # Conversion funnel metrics

Email Templates

Store in templates/ as JSON:

json

{
  "name": "cold-intro",
  "subject": "Quick question about {company_name}",
  "body": "Hi {first_name},\n\nI noticed {company_name} is {personalization_hook}.\n\nWe help companies like yours {value_prop}.\n\nWould you be open to a quick chat this week?\n\nBest,\n{sender_name}",
  "follow_ups": [
    {
      "delay_days": 3,
      "subject": "Re: Quick question about {company_name}",
      "body": "Hi {first_name},\n\nJust following up on my previous note. {follow_up_hook}\n\nHappy to share more details if helpful.\n\nBest,\n{sender_name}"
    },
    {
      "delay_days": 7,
      "subject": "Last note from me",
      "body": "Hi {first_name},\n\nDon't want to be a pest — just one last check. If {value_prop_short} isn't a priority right now, no worries at all.\n\nIf timing changes, I'm here.\n\nBest,\n{sender_name}"
    }
  ]
}

Safety & Compliance

CAN-SPAM / GDPR — always include unsubscribe option
Rate limiting — max 50 emails/day by default (configurable)
Bounce handling — auto-remove bounced addresses
Never scrape emails from personal pages — only business contacts
Always dry-run first — no outreach without human review

Cron Integration

Daily discovery — run lead searches on schedule
Batch enrichment — enrich new raw leads nightly
Follow-up sends — check and send due follow-ups
Weekly pipeline report — summarize funnel health

References

references/crm-setup.md — Setup guides for HubSpot, Pipedrive, Zoho
references/email-best-practices.md — Deliverability, compliance, templates
references/scoring-customization.md — How to tune the scoring model

Installation

Terminal bash


openclaw install lead-gen-crm

Copied!

💻Code Examples

pip3 install requests

pip3-install-requests.txt

### API Keys (configure in `config.json`)

- **Brave Search API** — lead discovery (already configured if web_search works)
- **Hunter.io** — email finding/verification (`HUNTER_API_KEY`, free 25 searches/mo)
- **HubSpot** — CRM integration (`HUBSPOT_API_KEY`)
- **Pipedrive** — CRM integration (`PIPEDRIVE_API_KEY` + `PIPEDRIVE_DOMAIN`)
- **Zoho** — CRM integration (`ZOHO_ACCESS_TOKEN`)
- **SendGrid or SMTP** — outreach emails (`SENDGRID_API_KEY` or SMTP config)

Not all are required — use what fits your stack.

### Workspace

└── reports/ # Pipeline reports

-reports--pipeline-reports.txt

Run `scripts/init-workspace.sh` to create this structure.

## Core Workflows

### 1. Lead Discovery

Find leads matching your ideal customer profile:

scripts/discover-leads.sh --directory yelp --category "marketing agencies" --location "Los Angeles"

scriptsdiscover-leadssh---directory-yelp---category-marketing-agencies---location-los-angeles.txt

Discovery sources:
- **Brave Search** — find companies/people matching criteria
- **Web scraping** — extract contact info from search results
- **Directory parsing** — structured business directories

Output: raw lead JSON files in `leads/raw/`.

### 2. Lead Enrichment

Add contact data and company info to raw leads:

scripts/enrich-leads.sh --batch raw # Enrich all raw leads

scriptsenrich-leadssh---batch-raw--enrich-all-raw-leads.txt

Enrichment adds:
- **Email addresses** — via Hunter.io or pattern matching
- **Company info** — website, size, industry, tech stack
- **Social profiles** — LinkedIn, Twitter handles
- **Domain authority** — basic SEO metrics

### 3. Lead Scoring

Score leads based on configurable criteria:

scripts/score-leads.sh --threshold 70 # Only qualify leads scoring 70+

scriptsscore-leadssh---threshold-70--only-qualify-leads-scoring-70.txt

Default scoring rubric (customizable in `config.json`):
- **Company size fit** (0-25) — matches your target
- **Industry match** (0-25) — in your target verticals
- **Email available** (0-20) — can reach them
- **Web presence** (0-15) — active website, social profiles
- **Tech signals** (0-15) — uses relevant technology

Leads scoring above threshold move to `leads/qualified/`.

### 4. CRM Integration

Push qualified leads to your CRM:

scripts/push-to-crm.sh --crm hubspot # Override default CRM

scriptspush-to-crmsh---crm-hubspot--override-default-crm.txt

Supported CRMs:
- **HubSpot** — creates contact + deal, sets pipeline stage
- **Pipedrive** — creates person + deal
- **Zoho** — creates lead record
- **CSV export** — fallback for any CRM via import

See `references/crm-setup.md` for per-CRM configuration.

### 5. Email Outreach

Run automated outreach campaigns with follow-ups:

scripts/send-campaign.sh --campaign "q1-outreach" # Send for real

scriptssend-campaignsh---campaign-q1-outreach--send-for-real.txt

Campaign features:
- **Templates with variables** — personalized per lead
- **Multi-step sequences** — initial + 2-3 follow-ups
- **Delay between steps** — configurable (default 3 days)
- **Tracking** — opens, replies, bounces (via SendGrid)
- **Auto-pause** — stops sequence when lead replies
- **Human approval** — requires explicit approval before sending

**Critical: Never send without user approval.** `--dry-run` always first.

### 6. Pipeline Reports

scripts/pipeline-report.sh --conversion # Conversion funnel metrics

scriptspipeline-reportsh---conversion--conversion-funnel-metrics.txt

## Email Templates

Store in `templates/` as JSON:

example.txt

lead-gen/
├── config.json           # API keys, CRM selection, scoring rules
├── leads/                # Lead database (JSON files)
│   ├── raw/              # Newly discovered leads
│   ├── enriched/         # Leads with contact data
│   ├── qualified/        # Scored and qualified
│   └── archived/         # Closed/rejected
├── campaigns/            # Outreach campaign configs
├── templates/            # Email templates
└── reports/              # Pipeline reports

example.sh

scripts/discover-leads.sh --query "ai agency owner" --count 20
scripts/discover-leads.sh --query "shopify store owner" --industry ecommerce --location "United States"
scripts/discover-leads.sh --directory yelp --category "marketing agencies" --location "Los Angeles"