SALES
Capture web form leads, dedupe, and create Salesforce records
Receives website demo-request submissions via webhook, checks Salesforce for an existing contact.
How it runs
The automated pipeline, trigger to output.
- TriggerWeb form submission receivedHTTP webhook
- ActionLook up existing lead by emailSalesforce
- LogicExisting record or net-new?
- ActionEnrich and create or update LeadSalesforce
- OutputPost outcome to sales SlackSlack
What it does
Turns raw website form posts into clean Salesforce records. Incoming submissions are matched against existing leads and contacts by email so you never create duplicates; new prospects get enriched and inserted, known ones get their activity logged.
When to use it
Use this when your marketing site posts demo or contact-us forms and you need them in Salesforce instantly, without the duplicate sprawl that comes from re-submissions and returning visitors.
How it works
- 1The website form posts the submission to an inbound webhook, firing the trigger.
- 2A Salesforce lookup searches existing leads and contacts by the submitted email.
- 3A logic branch decides: existing record versus net-new prospect.
- 4For net-new, an enrichment call adds company and title data, then a Salesforce Lead is created; for existing, the record is updated with the new form activity.
- 5The outcome (created or matched) is posted to the sales Slack channel with the record link.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect SalesforceAccounts, opportunities, cases.
- 3Connect ApifyActors, scrapers, datasets.
- 4Connect SlackChannels, DMs, threads, mentions.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.