Lead Intake & CRM Enrichment

Lead Intake & CRM Enrichment (n8n) A lead fills out the form and everything happens on its own. Their details get tidied up, Clearbit fills in the company info, and HubSpot gets checked to see if we've spoken before. If it's someone new, they're added, sales gets a Slack ping, and they're dropped into the outreach sequence. If they're already in the system, their record gets updated and a note logged. No duplicates, no one falls through.

Automated Follow-Up Sequence (Make) Someone submits the form and two things kick off at once. They get an email straight away, then another two days later, with the whole trail logged in Sheets. Meanwhile a follow-up task lands in Trello and the team gets a heads-up in Slack — so the client hears back fast and nobody internally forgets about them.

Meeting Booked → CRM + Notifications (Zapier): Someone books a call on Calendly and the admin work takes care of itself. HubSpot gets the contact, the meeting goes on Google Calendar, the team sees it in Slack, and Notion keeps the record. Nothing to type up afterwards.