All work
SignatureSaaS / Sales Enablement
Cap Compass
AI lead qualification & CRM automation
An AI-driven lead-qualification pipeline that bridges email (Calendly via Gmail), research (Perplexity) and CRM (HubSpot) — capturing, scoring and routing inbound opportunities automatically.
The Problem
Sales teams waste hours manually researching and qualifying inbound leads, with brittle integrations across email, research and CRM.
The Solution
A Gmail/Pub-Sub webhook captures Calendly bookings, Perplexity researches the company, AI assigns weighted fit scores, and qualified leads sync to HubSpot — managed via a drag-and-drop Kanban.
Key Features
Automated lead capture from Calendly (Gmail Pub/Sub)
AI company research via Perplexity
Weighted fit scoring
HubSpot CRM sync
Drag-and-drop Kanban pipeline
Lead detail drawer with editable email drafts
Real-time notifications (Socket.IO)
Live integration settings (OAuth)
Architecture
Frontend
React 19 + TypeScript + Vite + Tailwind + Radix
Backend
Node.js + Express
Database
PostgreSQL (Knex)
Infrastructure
Google Cloud Pub/Sub, Perplexity API, HubSpot API, Socket.IO
Engineering Challenges
- Event-driven async pipeline with transactional consistency
- Real-time multi-user dashboard updates
- Secure multi-provider OAuth with token refresh
Tech Stack
React 19TypeScriptViteExpressPostgreSQLKnexPerplexityHubSpotSocket.IOGoogle Cloud
Live demo, screenshots and walkthrough video — slots are ready for these assets.