Auto-enrich ClickFunnels leads and brief your sales team

By General Input

Every 30 minutes we pull new ClickFunnels leads, research each company, add them to HubSpot, and post a ready-to-act briefing in Slack.

Integrations

  • ClickFunnels
  • HubSpot
  • Slack

Type

Agentic Task

Categories

  • Sales
  • Marketing

On a cron schedule every 30 minutes, pull new form submissions from ClickFunnels using List Form Submissions. Watch the funnel or form I specify below, and use a submission id watermark so you only process leads that are genuinely new: sort submissions newest-first (sort_order=desc), and skip any whose id is at or below the highest id you processed on the previous run. On the very first run, record the most recent submission id as the watermark and do not backfill older history.

For each new submission, read the standard and custom fields the person submitted, such as name, email, company, phone, and any funnel-specific questions. Research the person and their company from their email domain and whatever details they provided: what the company does, its size and industry, and any signal about whether they are a good fit for us. Keep the research tight and factual, and note when something could not be found rather than guessing.

Before writing anything to HubSpot, decide whether the submission looks like spam or an obvious test, for example gibberish names, disposable or clearly fake email domains, 'test' entries, or empty and mismatched fields. If it does, skip the HubSpot write entirely and instead post a one-line note in the Slack briefing saying you skipped it and why.

For legitimate leads, create or update the person in HubSpot with Create Contact. Match on email address so you update an existing contact instead of creating a duplicate. Include the enriched properties you gathered, such as company, role, industry, and short research notes, set a lifecycle stage appropriate to an inbound lead, and assign the contact to the HubSpot owner I specify below.

Then post a short briefing to my sales team's Slack channel with Send a Message. The briefing should say who the lead is (name, company, and how they came in), what you found about their company and their likely fit, and a suggested first outreach step so a rep can act right away. Keep it to a few scannable lines a busy rep can read at a glance.

Let me configure three things: the ClickFunnels funnel or form to watch, the HubSpot owner to assign new contacts to, and the Slack channel where briefings are posted.

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