Automatically enrich new form leads and alert your sales team

When someone fills out a form, the system fills in their missing phone and email details and alerts sales in Slack.

How the work actually flows

It branches. Exactly one path is taken; it retries when a step fails.

Pattern: Exclusive Choice (4) · Simple Merge (5)

flowchart TD trig>"new form submission received"]:::trig s0["verify and enrich contact"]:::svc s1[("save contact in hubspot")]:::store s2(("alert sales in slack")):::human trig --> s0 s1 --> s2 gx{"× is info still missing"}:::gate s0 --> gx p00["proceed with enriched data"]:::task gx -->|"complete data"| p00 p10["backup provider fills gaps"]:::task gx -->|"incomplete data"| p10 jn{"○ merged contact record"}:::gate p00 --> jn p10 --> jn jn --> s1 out[/"enriched lead ready to call"/]:::out pay{{"sales skips manual lookup work"}}:::pay s2 --> out out --> pay s1 -. "retries on failure" .-> s1 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 itAn outside serviceA personA record or sheetOne path onlyPaths rejoinResultPayoff
Build size
Advanced

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

Business functions
CRM & Sales PipelineMessaging & NotificationsAPI & Webhook Integration
Connects
LushaHubSpotSlack

The problem it solves

When a lead fills out your form, you often only get a name and email, not enough to actually call or qualify them. Your sales team wastes time manually searching for phone numbers and company details before they can even start the conversation.

Who it fits

Sales development teams that rely on inbound form submissions to generate leads.

How it works

  1. A new form submission comes in with an email address
  2. The system verifies the email and enriches the contact with phone, company, and role details
  3. If information is still missing, a backup data provider fills the remaining gaps
  4. The enriched contact is saved or updated in HubSpot
  5. Your sales team gets an instant Slack alert with the enriched lead
What you get

Complete lead records without manual lookups

You get every new form lead automatically filled in with phone, company, and role details, and your sales team gets an instant alert.

What you get

A fully enriched contact record in HubSpot and a Slack alert to sales, ready to work.

What you need

A form tool, a Lusha account, a HubSpot account, and a Slack workspace.

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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