Description
Looking for a quick turnaround on a inbound lead routing workflow. When a new lead comes in through our web form, the workflow should: Capture the lead's details Enrich the lead with basic company info (using Clearbit or similar) Score the lead based on a few simple rules Add the lead to our CRM as a system of record Send a Slack or email notification to our team with a summary of the new lead What you, as a specialist, will provide: A working, tested workflow (exported JSON) Clear documentation of what each part of the workflow does A short Loom walkthrough (5 min) explaining the logic and how to maintain it Anything else you feel is required to sustain the workflow. Familiarity with WordPress and lead generation is a plus. To apply, tell us - similar system you've built - Your proposed stack - Availability and estimated timeline