1) Inbound Lead → Verify → Enrich → CRM → Welcome Email
Capture every lead, validate the email, enrich firmographics, upsert CRM, send a personal welcome, and alert Slack.
Goal
Capture every lead, validate the email, enrich firmographics, create/update contact, send a personal welcome.
Trigger
Webhooks by Make → Custom Webhook (connect your site form)
Modules
- Tools → Set variables (normalize name, company)
- Hunter.io or Apollo → Verify Email
- Clay → Enrich company + contact (or Apollo “Enrich Contact”)
- HubSpot → Create/Update Contact (or Pipedrive)
- Resend → Send Email (or Gmail)
- Slack → Send Channel Message (alert)
Step-by-Step
- Create a Custom Webhook and paste URL into your form action.
- Verify email. If status is invalid, branch to Slack alert and stop.
- Enrich with Clay/Apollo: domain, HQ, headcount, industry, funding.
- Create or update contact in CRM using email as key.
- Send welcome email via Resend.
- Post a Slack alert with lead snapshot and link to the CRM record.
Field Mappings
- HubSpot contact: Email = {{email}}, First Name, Last Name, Company, Phone, Website, Industry, Employees, Funding, Lead Source = Website.
- Slack: “New inbound: {{name}} from {{company}} | FitScore: {{score}} | Link: {{hubspot_contact_url}}”
Templates
Email Subject: Welcome, quick next step
Email Body: Thanks for reaching out. I’ll send a quick GTM outline based on your goals. Do you prefer email or a 15-minute call?
Implementation Support
Want us to wire this into your stack and tune it for conversion? We’ll implement and document it end to end.