Free template · Lead capture

Stop losing leads in your inbox.

Every form submission lands in your CRM with a one-line summary of what they want and how urgent it is. Your team sees it before anyone else does. No more "did anyone reply to this?"

Setup time ~15 minutes
Run cost ~$0.0002 per lead
Validation Tested + ready to run
License Free, yours forever

No lead sits cold.

  1. 1
    Webhook — Web Form Webhook
    Listens at a POST URL. Point your website's contact form, Typeform, or Webflow form action here. The template expects fields named name, email, phone, message, source. Rename in the next node if your form uses different names.
  2. 2
    OpenAI — Summarize Intent
    Uses gpt-4o-mini with a system prompt that returns JSON only: a 18-word-max summary and a priority of hot, warm, or cold. Hot means the lead has timeline or budget. Cold means they want a brochure. About $0.0002 per call.
  3. 3
    HTTP Request — Create CRM Contact
    POSTs to your CRM. Template ships with the HubSpot endpoint (/crm/v3/objects/contacts), but the same node maps to Salesforce, Pipedrive, Zoho, or Close by changing URL and property names. The AI summary is written to a custom field so reps see it inline.
  4. 4
    Slack — Notify Team
    Posts a one-line alert to your sales channel with the priority tag in brackets. Add a Switch node before this if you want hot leads to ping a person and cold leads to log silently.

Vertical-specific framing

Real estate team
Hot = visitor asks about a specific listing or wants a tour this week. Warm = price questions on a neighborhood. Cold = downloading a buyer's guide. Routes hot leads to the listing agent, cold to drip.
Dental practice
Hot = pain, emergency, or new patient asking when they can be seen. Warm = insurance question. Cold = newsletter signup. Hot pings the front desk on Slack within 5 seconds.
Med spa
Hot = consultation request with a procedure named. Warm = pricing inquiry. Cold = following on Instagram. Hot routes straight to the consult coordinator.
Agency or restaurant
Agency: hot = scoped project with budget. Restaurant: hot = catering order over 25 people. Both feed the priority tag straight into the Slack channel that owns response time.
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Four accounts. Mostly free.

n8n Free self-hosted, or n8n Cloud starting $20/mo
OpenAI API key Pay-as-you-go, ~$0.0002 per submission
CRM with REST API HubSpot, Salesforce, Pipedrive, Zoho, Close
Slack workspace Free tier is fine for inbound alerts

What this is worth, conservatively

Average response time before automation (industry) 42 hours
Response time with this workflow under 1 minute
Conversion lift on sub-5-min response (Harvard study) 7x
Business with 200 leads/mo, $400 average deal ~$8,000/mo recovered
Cost to run this template forever ~$3/month

Numbers based on the Harvard Business Review lead response study and average B2B deal sizes. Your actual results vary with lead quality and your sales process.

Related

Want this customized to your stack?

If you'd rather have us connect this to your actual CRM, write the prompt for your verticals, and route by priority into the right Slack channels — that's part of our $9,000 build. 2 to 4 weeks.

Book a 15-min walkthrough