Enrich new form leads with contact data and alert your sales team

Automatically enriches new form leads with contact details and alerts your sales team in Slack.

How the work actually flows

It branches. Exactly one path is taken.

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

flowchart TD trig>"new form submitted"]:::trig s0["check for existing lead"]:::task s1["enrich lead with contact data"]:::svc s2["save lead record"]:::task s3(("alert sales team")):::human trig --> s0 s0 --> s1 s2 --> s3 gx{"× does lead already exist"}:::gate s1 --> gx p00["update hubspot record"]:::task gx -->|"existing lead"| p00 p10["create hubspot record"]:::task gx -->|"new lead"| p10 jn{"○ record saved"}:::gate p00 --> jn p10 --> jn jn --> s2 out[/"enriched lead saved and rep alerted"/]:::out pay{{"reps follow up immediately"}}:::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 personOne path onlyPaths rejoinResultPayoff
Build size
Standard

A mid-size build with several tools working together.

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

The problem it solves

A new lead fills out your form, but their submission only has a name and email. Your reps waste time manually looking up phone numbers, job titles, and company details before they can even start a real conversation.

Who it fits

Sales development teams that need enriched lead data the moment a form is submitted.

How it works

  1. A form submission triggers the process
  2. The email address is checked against HubSpot for existing duplicates
  3. Lusha enriches the lead with phone number, job title, seniority, and company data
  4. The enriched record is saved or updated in HubSpot
  5. An SDR is alerted in Slack so they can follow up immediately
What you get

Leads enriched the moment they arrive

You get every new form lead enriched with phone number, title, and company details, with your sales team alerted right away.

What you get

A fully enriched lead record in HubSpot and an instant Slack alert to the sales team.

What you need

A HubSpot account, a Lusha API key, 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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