Inbound Lead Follow-up

Overview

A practical inbound follow-up workflow: capture → enrich → CRM create/update → notify owner → draft first response → approve → schedule reminders. Costs and times are estimates for sample planning only.

Flow

Trigger: New demo/contact form submission

1. 1
   Trigger

   Form submitted

   Webhook receives inbound lead payload

2. 2
   Action

   Normalize & enrich

   Clean fields; optional company enrichment

3. 3
   Integration

   Create/update CRM contact

4. 4
   Condition

   Score against ICP

5. 5
   Notify

   Assign owner + notify

6. 6
   Approval

   Approve first-touch draft

7. 7
   Action

   Send and schedule reminders

Setup instructions

1) Map form fields to CRM. 2) Define owner rotation. 3) Draft templates. 4) Add approval step before send. 5) Test with sample leads.

Failure cases

• Duplicate CRM records
• Missing owner on-call