Verify and research new leads before adding them to HubSpot

Verifies a new lead's email, researches their company website with AI, and adds a ready-to-work contact to HubSpot.

How the work actually flows

It branches. Every path runs.

Pattern: Parallel Split (2)

flowchart TD trig>"lead submits website form"]:::trig s0["verify email is deliverable"]:::svc s1["ai researches company website"]:::task s2["ai writes lead summary"]:::task trig --> s0 s0 --> s1 s1 --> s2 gx{"+ finalize contact and notify team"}:::gate s2 --> gx p00["create or update hubspot contact"]:::task gx -->|"update crm"| p00 p10["send email alert to sales"]:::task gx -->|"alert team"| p10 p00 --> out p10 --> out out[/"enriched hubspot contact and team alert"/]:::out pay{{"sales gets qualified lead instantly"}}:::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 serviceEvery pathResultPayoff
Build size
Advanced

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

Business functions
CRM & Sales PipelineLead Generation & ProspectingEmail Automation
Connects
JotformHubSpotGoogle GeminiGmail

The problem it solves

Every new form submission means someone on your team has to check if the email is even real, then go dig through the prospect's website to understand their business before reaching out. That research eats up time you could spend actually selling.

Who it fits

A sales team qualifying inbound leads from a website form before following up.

How it works

  1. A prospect submits your form with their details
  2. The system verifies their email is real and deliverable
  3. AI reads the prospect's website and pulls out company name, industry, and a summary
  4. AI writes a short summary of the lead's potential for your sales team
  5. The enriched contact is created or updated in HubSpot, and your team gets an email alert
What you get

Leads that arrive already researched and ready

Every new lead who fills out your form arrives in HubSpot already verified and researched, giving your sales team the context to follow up quickly.

What you get

A fully researched HubSpot contact record and an email alert with an AI summary of the lead's potential.

What you need

A Jotform account, a HubSpot account, a Google Gemini API key, and Gmail access.

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

Related automations

Write personalized outreach emails using past customer emails

AI reads past emails from a customer to draft an outreach message that actually sounds personal.

Advanced

Draft personalized sales emails from HubSpot and Gmail data

Builds a quick reader profile from past Gmail threads, then drafts a tailored sales email for each HubSpot contact.

Advanced

Score and route new leads automatically with AI

AI scores every new lead against your qualification criteria and instantly routes it to the right sales rep.

Advanced

Turn new leads into AI-written sales proposals automatically

Writes a personalized sales proposal for every new lead, formats it as a PDF, and emails it to the client.

Advanced
Back to the AI Playbook