Enrich and score new form leads automatically in HubSpot

Every new form submission gets researched, scored, and added to HubSpot so your team only chases the leads worth chasing.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Sequence (1) · Exclusive Choice (4)

flowchart TD trig>"lead form submitted"]:::trig s0["filter personal email addresses"]:::task s1["research company details"]:::svc s2["score lead quality"]:::task s3[("save lead to CRM and log")]:::store trig --> s0 s1 --> s2 s2 --> s3 gx{"× business or personal email"}:::gate s0 --> gx p00["continue enrichment"]:::task gx -->|"business email"| p00 p10["stop processing"]:::task gx -->|"personal email"| p10 p00 --> s1 p10 --> s1 out[/"qualified scored lead in CRM"/]:::out pay{{"sales team chases only good leads"}}:::pay s3 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepAn outside serviceA record or sheetOne path onlyResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
AI Agents & Autonomous SystemsCRM & Sales PipelineSpreadsheet & Database OpsReporting & Analytics
Connects
TypeformOpenAIHubSpotGoogle SheetsAirtable

The problem it solves

Every new lead that fills out your form needs research before your sales team can follow up, and that research eats into your day. Low-quality leads slip through and waste time that should go to your best prospects.

Who it fits

A sales or marketing team that captures leads through web forms and wants them qualified before follow-up.

How it works

  1. Triggered when someone submits your lead form
  2. Filters out personal email addresses so only business leads continue
  3. AI researches the company behind the email domain and fills in details like industry and size
  4. AI scores the lead based on fit and quality
  5. The enriched, scored lead is added to HubSpot and logged in Google Sheets
What you get

Leads researched and scored before your team calls

You get every new form lead automatically researched and scored, so your sales team can see who's worth chasing at a glance.

What you get

A qualified, scored lead record in HubSpot with company details, plus a tracking log in Google Sheets.

What you need

A Typeform account, an OpenAI API key, a HubSpot account, and Google Sheets.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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