AI-Powered Lead Validation, Enrichment & Customer Inquiry Routing

Automatically validate, enrich, and route customer inquiries submitted through your company’s website form without manually reviewing every submission.

When a potential customer submits a form, the workflow first validates their information, including their email address, name, company, and message. If the information appears valid, the Lead Enrichment Agent gathers additional context about the person and their organization using people-enrichment tools, company data, and Google Search. This helps your sales team understand who the customer is, which organization they represent, and what they may need.

Next, the CRM & Sales Notification Agent creates or updates the corresponding contact in HubSpot and sends a contextual notification to the appropriate Slack channel, helping the team respond to the customer’s inquiry quickly and efficiently.

If the submission contains invalid, incomplete, or unverifiable information, the workflow routes it to the relevant Slack channel with a concise summary and the reason it was flagged for review.