A new lead hits your web form. Within seconds they are enriched, added to HubSpot, tagged by source, and receiving a personalised email — without anyone on your team lifting a finger.
Every step below runs automatically the moment a lead submits your form.
A visitor fills in your contact or lead gen form — and the automation kicks off the moment they hit submit.
The lead is automatically enriched — returning company name, industry, job title, LinkedIn URL, and company size. The result is a complete lead profile instead of just a name and email.
A new contact is created in your CRM with all enriched data populated. The lead is tagged by source (UTM), assigned to the right owner based on routing rules, and placed into the correct pipeline stage.
An email is sent instantly using the lead's first name, company, and industry. A follow-up sequence begins — day 1, day 3, day 7 — with each message personalised based on the lead's profile and behaviour.
The assigned sales rep receives an instant Slack message with the lead's full profile, company details, and a direct link to their CRM record — ready to reach out with full context in hand.
Without Automation
With This Automation
We build it done-for-you, connected to your actual forms, CRM, and email platform.
