Overview
Web form → CRM + Slack is table stakes. Add AI qualification and the same flow becomes strategic: hot leads get instant Slack alerts, cold leads get nurtured, nobody types anything.
How it works
- Trigger: new Typeform / Tally submission.
- GPT-4o-mini grades against an ICP + intent rubric.
- HubSpot: create/update contact with tier and rationale.
- Slack: hot-lead alerts to #sales-hot; warm to #sales-warm; cold to a weekly digest.
Benefits
- Response time on hot leads drops from hours to minutes.
- Reps stop opening cold-lead cards.
- Consistent qualification even outside business hours.
Use cases
- Anyone using a form as top-of-funnel.
- Freelancers filtering inbound project inquiries.
- Course creators separating buyers from tire-kickers.
Step-by-step guide
Step 1: Define your ICP + intent signals
In plain English, per form field. Higher-intent signals: 'When do you want to start?' says 'this month'.
Step 2: Design the grading prompt
Return {tier: hot/warm/cold, reasons[]}. Small model handles this well.
Step 3: HubSpot update
Custom properties: qualification_tier, ai_notes. Optionally trigger a workflow on tier=hot.
Step 4: Slack routing
3 channels: hot / warm / weekly cold digest. Hot pings @sales-oncall.
Step 5: Iterate weekly
Sample 20 form responses. Grade manually. Diff against the AI. Update the rubric.
Example
Form: 'Series B SaaS, 240 employees, wants to start this month.' Tier: hot. Slack #sales-hot: 'New hot lead — {name} at {company}, opened in HubSpot.'