Score new leads and route hot ones to sales instantly

Every form submission gets scored, sorted into hot, warm, or cold, and followed up with automatically.

How the work actually flows

It branches. Exactly one path is taken.

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

flowchart TD trig>"lead submits form"]:::trig s0["score the lead"]:::task s1[("log lead to crm")]:::store s2["send follow up email"]:::task trig --> s0 s1 --> s2 gx{"× is the lead hot"}:::gate s0 --> gx p00["alert sales team in slack"]:::task gx -->|"hot lead"| p00 p10["no instant alert sent"]:::task gx -->|"warm or cold lead"| p10 jn{"○ before logging"}:::gate p00 --> jn p10 --> jn jn --> s1 out[/"lead scored and logged"/]:::out pay{{"faster response to hot leads"}}:::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
CRM & Sales PipelineLead Generation & ProspectingEmail AutomationMessaging & NotificationsSpreadsheet & Database Ops
Connects
JotFormHubSpotGoogle SheetsSlackEmail

The problem it solves

Every new lead sits in your inbox until someone has time to read it, decide if it's worth chasing, and manually enter it into your CRM. By the time you follow up, a hot prospect may have already gone cold or contacted a competitor. Your sales team wastes time chasing unqualified leads instead of the ones ready to buy.

Who it fits

Sales and marketing teams at growing businesses who get more form submissions than they can qualify by hand.

How it works

  1. A prospect fills out your lead form
  2. The system scores the lead based on company size, budget, and timeline
  3. Hot leads trigger an instant Slack alert to your sales team
  4. Every lead is logged to HubSpot and Google Sheets automatically
  5. A personalized follow-up email goes out based on the lead's score
What you get

Leads ranked before anyone calls them

Every form submission is scored hot, warm, or cold, logged automatically to your CRM, and followed up with a tailored email so your team knows who to call first.

What you get

A scored, CRM-logged lead with an automatic personalized follow-up email already sent.

What you need

A JotForm account, a HubSpot CRM account, a Google Workspace account, a Slack workspace, and an email sending service.

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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