Capture, score, and route website leads to your sales team

New form leads are validated, scored, stored in your database, and hot leads trigger an instant Slack alert.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4)

flowchart TD trig>"web form submitted"]:::trig s0["validate and standardize lead"]:::task s1[("store lead record")]:::store s2["calculate lead score"]:::task trig --> s0 s0 --> s1 s1 --> s2 gx{"× is the lead score high"}:::gate s2 --> gx p00["send Slack alert"]:::task gx -->|"hot lead"| p00 p10["no alert sent"]:::task gx -->|"standard lead"| p10 p00 --> out p10 --> out out[/"scored lead with alert for hot leads"/]:::out pay{{"sales team prioritizes best leads 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 stepA record or sheetOne path onlyResultPayoff
Build size
Advanced

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

Business functions
Messaging & NotificationsAPI & Webhook Integration
Connects
SlackSQL Server

The problem it solves

Leads come in from different web forms in different formats, and by the time someone checks and manually enters them into your system, the hottest prospects have gone cold. Sales reps end up guessing which leads to prioritize.

Who it fits

Sales teams that capture leads from multiple web forms and need to know instantly which ones are worth calling first.

How it works

  1. Triggers whenever a web form is submitted
  2. Validates the email address and standardizes the data
  3. Stores the lead in your database
  4. Calculates a score based on completeness and engagement
  5. Sends a Slack alert immediately for high-scoring leads
What you get

Hot leads you can spot at a glance

New leads get validated, scored, and stored automatically, with your hottest prospects flagged to your team instantly.

What you get

A stored, scored lead record plus an instant Slack alert for hot prospects.

What you need

A SQL Server database, a Slack account, and web forms that can send data to the automation.

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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