Qualify Fillout leads and route them to HubSpot and Slack

By General Input

Every time someone submits your Fillout form, enrich the lead with Apollo, score them against your ICP, and push qualified ones into HubSpot with a Slack alert.

Integrations

  • Fillout
  • Apollo
  • HubSpot
  • Slack

Type

Agentic Task

Categories

  • Sales
  • Marketing

Build an agent workflow that qualifies and routes inbound leads from a Fillout form the moment they come in.

Trigger: a Fillout webhook on new form submission. Use Fillout's Create Form Webhook operation to subscribe the workflow's webhook URL to my lead capture form. The submission payload includes the submission ID.

When the webhook fires, the agent should do the following:

1. Fetch the full submission with Fillout's Get Submission by ID so it can read every field. Pull out the submitter's work email, full name, and company name (or website domain if that's what the form collects).

2. Enrich the person with Apollo People Enrichment using the email. Then enrich the company with Apollo Organization Enrichment using the domain or company name. Call each Apollo endpoint at most once per submission to keep credit usage predictable. From the enriched results, capture: job title, seniority, employee count, industry, and any recent funding signals.

3. Score the lead 1 to 10 against this ICP rubric (edit these to match your business, this is the default): target titles include Head of Sales, VP Sales, Director of Revenue Operations, Chief Revenue Officer, Founder, and CEO; minimum company size is 25 employees; target industries include SaaS, B2B software, and technology. Weight seniority most, then company size, then industry. Recent funding within the last 12 months adds one point. If Apollo cannot enrich the person or company (missing or bad email or domain), score the lead 1 and note the reason.

4. If the score is 7 or higher: use HubSpot Batch Upsert Contacts (matched on email) to create or update the contact with the enriched fields plus a lead_score property and a lead_qualification_reason property. Then use HubSpot Create Deal to open a new deal in the New Lead stage, named "[Company] - [Person Name]", and associate it with the contact. Finally, use Slack Send a Message to post to the #sales-hot-leads channel with: person name, job title, company, employee count, industry, funding signal if any, the numeric score, and a one-sentence reason the lead qualified.

5. If the score is below 7: still use HubSpot Batch Upsert Contacts to create or update the contact with the enriched fields, the lead_score property, and a lifecycle tag of "unqualified". Do not create a deal. Do not post to Slack.

Keep the Slack summary punchy (5 to 8 lines max). Format it so a sales rep can decide in under 10 seconds whether to reach out. The scoring judgement, the enrichment interpretation, and the Slack summary drafting are the parts where the agent adds real value, so give it room to reason about ambiguous cases (for example, a Series A startup with 15 employees that's clearly on an ICP trajectory should be flagged as "borderline, worth a look" rather than silently dropped).

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