Lead Capture Automation Workflow
Capture leads from any form or source, enrich them with AI, score them based on fit, and route them to the right rep or sequence — all without touching your CRM manually.
🛠️ Tools Required
📋 Step-by-step Guide
- 1
Connect your lead capture form (Typeform, HubSpot, website) to your automation
- 2
When a new submission arrives, trigger the workflow
- 3
Pass lead data (name, email, company, role, message) to an AI model
- 4
AI scores the lead 1–10 based on ICP fit and intent signals in their message
- 5
Enrich the lead with company size, industry, and tech stack (optional: use Clearbit)
- 6
Route high-score leads to a dedicated Slack channel and CRM owner
- 7
Add low-score leads to a nurture email sequence automatically
- 8
Log all leads in HubSpot or Pipedrive with the AI score and notes
⚡ Benefits
- ✓Respond to high-intent leads within minutes
- ✓Stop wasting time on unqualified prospects
- ✓Consistent lead scoring across the team
- ✓Full audit trail in your CRM automatically
🎯 Use Cases
- B2B SaaS companies with inbound leads
- Agencies handling new business inquiries
- Sales teams overwhelmed with volume
- Founders doing early customer discovery
Ready to build this workflow?
Start with the tools listed above. Most can be set up in under an hour.