Qualify and route new form leads automatically with enriched data

Enriches every new form submission with company data, then routes qualified leads to your team and CRM.

How the work actually flows

It branches. Exactly one path is taken.

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

flowchart TD trig>"new form submission received"]:::trig s0["enrich lead data"]:::svc s1["check lead qualification"]:::task s2[("log lead to spreadsheet")]:::store trig --> s0 s0 --> s1 gx{"× is the lead qualified"}:::gate s1 --> gx p00["notify team in slack"]:::task gx -->|"qualified lead"| p00 p01["sync lead to crm"]:::task p00 --> p01 p10["skip notification"]:::task gx -->|"unqualified lead"| p10 jn{"○ leads reconverge"}:::gate p01 --> jn p10 --> jn jn --> s2 out[/"qualified lead routed to team and crm"/]:::out pay{{"faster follow up on hot leads"}}:::pay s2 --> out out --> pay s1 -. "failures recorded, run continues" .-> out 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 onlyPaths rejoinResultPayoff
Build size
Advanced

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

Business functions
CRM & Sales PipelineLead Generation & ProspectingMessaging & NotificationsSpreadsheet & Database Ops
Connects
JotformZoomInfoHunter.ioSlackGoogle SheetsHubSpot

The problem it solves

Every new lead that fills out your form needs to be checked and researched before you know if it's worth chasing. Doing that lookup by hand for each submission, then deciding who to notify and where to log it, eats into time you should spend selling.

Who it fits

Sales and marketing teams that capture leads through an online form and need to qualify them fast.

How it works

  1. A new form submission starts the process.
  2. The lead's email is used to look up their company, job title, industry, and size.
  3. If the first data source comes up empty, a backup enrichment source fills in the gaps.
  4. Qualified leads are sent to your team in a message and synced to your CRM.
  5. All leads, qualified or not, are logged in a spreadsheet for tracking.
What you get

Qualified leads that reach the right person

Every new lead gets enriched with company details and routed straight to the right person on your team and your CRM.

What you get

An enriched, qualified lead automatically routed to your team and CRM, plus a spreadsheet log of every submission.

What you need

A form account, ZoomInfo and Hunter.io API keys, a Slack workspace, a Google Workspace account, and a CRM account like HubSpot.

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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