Lead Intake - CRM - Follow-Up Engine

Purpose

Automatically intake leads from a form, enrich and score them, then route to CRM and communication channels based on lead quality.

Trigger

New form submission in Jotform

Workflow

Jotform (New Submission)
    ↓
JS Normalize
    ↓
Enrich API
    ↓
Score
    ↓
Dedup (Storage)
    ↓
Paths
    ├─ High → Slack + CRM + Follow-Up
    ├─ Medium → CRM + Delayed Email
    └─ Low → CRM only

Steps

  1. Trigger: New submission in Jotform
  2. Normalize data using JS script
  3. Enrich lead info via Enrich API
  4. Score lead
  5. Deduplicate against storage
  6. Route based on lead score:
    • High: Slack notification + CRM entry + Follow-up workflow
    • Medium: CRM entry + Delayed email
    • Low: CRM entry only

Notes

  • Paths are determined by lead scoring thresholds
  • Ensure API rate limits are handled in JS Normalize and Enrich steps
  • Delayed email can be scheduled via Zapier or Make depending on preference