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Score and route leads with Plumsail Forms, OpenAI, HubSpot, Slack and Gmail

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Created by: Plumsail || plumsail
Plumsail

Last update

Last update 8 hours ago

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Quick overview

This workflow captures new leads through Plumsail Forms, uses AI to enrich and score them, then creates or updates contacts in HubSpot. Based on the lead score, it sends Slack notifications, generates personalized emails through Gmail, or adds contacts to a HubSpot list for future follow-up.

How it works

  1. Triggers when a new submission is received from a Plumsail Form.
  2. Checks whether the submission includes a company name and, if it does not, uses OpenAI to generate/enrich company details from the submitted information.
  3. Merges the original submission data with any AI-enriched company data into a single lead profile.
  4. Sends the combined lead profile to OpenAI to produce a lead score/tier and qualification output.
  5. Creates or updates the contact in HubSpot using the scored lead details.
  6. Routes the lead based on score: posts hot leads to Slack, drafts a warm-lead email with OpenAI for Slack approval and sends it via Gmail, or adds lower-scoring leads to a HubSpot contact list.

Setup

  1. Connect credentials for Plumsail Forms, OpenAI, HubSpot, Slack, and Gmail.
  2. Select your Plumsail form and verify the submission fields (for example, name, email, company, role, and use case) match what the workflow expects.
  3. Choose the OpenAI models and customize the enrichment and lead-scoring prompts to return the fields your HubSpot and messaging steps use.
  4. Configure HubSpot to upsert contacts with the right properties and set the target contact list ID for long-term leads.
  5. Select the Slack user/channel for notifications and approvals, and configure the Gmail sender and email content mapping before activating.

Requirements

  • A Plumsail Forms account with a published public lead form (free plan available)
  • An OpenAI API key
  • A HubSpot account with permission to manage contacts and lists
  • A Slack workspace and a Gmail account for notifications and emails

Customization

  • Customize the Plumsail public form fields and conditional logic to collect relevant lead information.
  • Adjust the AI prompts and scoring criteria to match your ideal customer profile.
  • Change the lead score thresholds for Hot, Warm, and Long-term leads.
  • Configure the Slack channels, email content, and booking link.
  • Map the form fields and AI scoring results to HubSpot contact properties.
  • Select the HubSpot list for long-term leads.