Turn Typeform demo signups into scored CRM leads with Slack alerts

When a new response comes in to my Typeform demo request form, run an agent that turns the submission into a fully qualified CRM lead and posts a Slack alert to sales.

Trigger: a Typeform webhook for new responses on my demo or contact form. When it fires, use Typeform's Retrieve Responses to pull the full submission so the agent has every answer the prospect gave (name, work email, company, role, anything else on the form).

Step 1. Check the email domain. If it's a personal provider (gmail.com, yahoo.com, outlook.com, hotmail.com, icloud.com, aol.com, proton.me, and similar), route the lead to a low-priority lane: still create the CRM records so nothing is lost, but skip the Slack alert entirely. Otherwise, treat the submission as a real inbound and continue with research.

Step 2. Research the prospect from the work email domain. Pull firmographics (industry, rough headcount, location), a one-line summary of what the company does, and any notable recent news in the last ~90 days (funding rounds, hiring, product launches, leadership changes). Use this research to write one or two sharp, specific talking points the AE can open with.

Step 3. Score the lead Hot, Warm, or Cold against my ICP. Hot = strong fit on every dimension I care about. Warm = clear fit on some, weak on others. Cold = poor fit. My ICP is: [fill in industry, company size, role, deal size, geography]. ICP scoring is judgement work, so reason about the fit explicitly before assigning a label.

Step 4. Write to my General Input CRM in this order so the records link cleanly:

a) Call Create Companies to find-or-create the company record from the work email domain. The CRM dedupes org-wide, so an existing company will be returned instead of duplicated.

b) Call Create People to find-or-create the person, linked to that company, using their email as the canonical identity.

c) Call Create Card to open a card in my inbound pipeline. Tag the card with the Hot, Warm, or Cold score, attach the form answers and the research summary as the card description, and link the company and person records to it.

Step 5. Send a Slack message to my inbound-sales channel with a short brief: prospect name and title, company name with a one-line summary, the Hot/Warm/Cold score, the top one or two talking points from the research, and a link to the CRM card. Keep it tight, the AE just needs to know who this is, why they fit, and what to open with.

Personal email submissions still get the CRM card (drop them in a low-priority column or tag them as 'personal email') but no Slack alert. Only real, work-email prospects ping sales.