Capture website leads into your CRM with instant Slack alerts

Saves every website form submission straight into your CRM or spreadsheet and pings your team on Slack immediately.

How the work actually flows

It branches. Exactly one path is taken.

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

flowchart TD trig>"website form submitted"]:::trig s0["validate and clean submission"]:::task s1[("save lead record")]:::store s2["send Slack alert"]:::task trig --> s0 s1 --> s2 gx{"× is enrichment data available"}:::gate s0 --> gx p00["look up company details"]:::task gx -->|"enrichment available"| p00 p10["proceed with raw data"]:::task gx -->|"no enrichment"| p10 jn{"○ data ready to save"}:::gate p00 --> jn p10 --> jn jn --> s1 out[/"lead saved and team alerted"/]:::out pay{{"faster lead follow up"}}:::pay s2 --> 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 stepA record or sheetOne path onlyPaths rejoinResultPayoff
Build size
Advanced

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

Business functions
Knowledge Base & RAGCRM & Sales PipelineMessaging & NotificationsSpreadsheet & Database OpsAPI & Webhook Integration
Connects
HubSpotGoogle SheetsSlackClearbit
Featured in

The problem it solves

Leads that come through your website form can sit unnoticed for hours before anyone follows up, and by then the person has often moved on. Manually copying every submission into your CRM also means some leads slip through the cracks entirely.

Who it fits

Agencies, freelancers, SaaS founders, or small sales teams capturing leads from a website form.

How it works

  1. A visitor submits your website's contact or lead form
  2. The system checks the submission for required fields and cleans up the data
  3. Optionally, it looks up extra company details to enrich the lead
  4. The lead is saved into your CRM or spreadsheet, updating an existing contact if one exists
  5. Your team gets an instant Slack alert with the new lead's details
What you get

Leads sitting in your CRM instantly

Every website form submission lands directly in your CRM with an instant Slack alert, so your team knows about new leads right away.

What you get

A saved lead record in your CRM or spreadsheet plus an instant Slack notification.

What you need

A HubSpot account or Google 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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