Lead Capture to CRM Template

Intermediate20 minutes setupSaves 6 hours per week

Automatically route new leads from forms, ads, and landing pages directly into your CRM with enriched data. This template ensures no lead falls through the cracks by scoring, tagging, and assigning every new contact the moment they come in.

Tools Used

HubSpotZapierClearbit

Workflow Steps

1

New form submission or ad lead triggers the automation

Zapier
2

Clearbit enriches the lead with company data, role, and social profiles

Clearbit
3

Lead is scored based on enrichment data and form responses

Zapier
4

Contact is created in HubSpot with all enriched fields and tags

HubSpot
5

Sales rep receives a Slack notification with lead details

Zapier
6

Automated follow up email sends within 5 minutes of submission

HubSpot

Customization Options

Add lead scoring rules based on company size, industry, or role

Route leads to different reps based on territory or product interest

Include a phone verification step for high value leads

Connect to LinkedIn Sales Navigator for additional enrichment

Best For

Sales TeamsB2B CompaniesMarketing Agencies

Frequently Asked Questions

What CRMs does this template work with?

This template is built for HubSpot but works with Salesforce, Pipedrive, and any CRM that connects to Zapier. Just swap the CRM step and map your fields.

How does lead scoring work in this automation?

Leads are scored based on enrichment data like company size, role seniority, and industry fit. You define the scoring rules, and the automation applies them instantly to every new lead.

Can I capture leads from multiple sources?

Yes. You can connect forms from your website, Facebook Lead Ads, Google Ads, landing page builders, and more. All leads flow into the same CRM pipeline.

Use This Template

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Last updated: April 2026

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