Capture, enrich, and route new leads to sales instantly

Captures leads from your form, enriches their company data, and alerts sales the moment a good one arrives.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4)

flowchart TD trig>"lead submits website form"]:::trig s0["enrich lead with company data"]:::svc s1["check qualification criteria"]:::task trig --> s0 s0 --> s1 gx{"× does lead meet criteria"}:::gate s1 --> gx p00["save to sheet"]:::task gx -->|"qualified lead"| p00 p01["alert sales team"]:::task p00 --> p01 p10["discard lead"]:::task gx -->|"unqualified lead"| p10 p01 --> out p10 --> out out[/"qualified lead saved and sales alerted"/]:::out pay{{"faster response to good leads"}}:::pay 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 serviceOne path onlyResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
Lead Generation & ProspectingEmail AutomationSpreadsheet & Database OpsAPI & Webhook Integration
Connects
Google SheetsClearbitGmail

The problem it solves

New leads come in through your website form, but by the time someone checks the inbox and does the research, the moment has passed. Unqualified leads waste your sales team's time chasing companies too small to matter.

Who it fits

A small or mid-size sales team that generates leads through a website form.

How it works

  1. A new lead submits your form
  2. The system enriches their details using company data lookups
  3. It checks whether the lead meets your qualification criteria
  4. Qualified leads are saved to Google Sheets
  5. Your sales team gets an instant email alert
What you get

Qualified leads your sales team hears about instantly

You get every new lead enriched with company details and sent straight to your sales team the moment they qualify.

What you get

A qualified, enriched lead record in Google Sheets plus an instant email alert to sales.

What you need

A Google Workspace account and a Clearbit API key.

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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