Course/Chapter 7/1. Lead Capture → CRM Pipeline
    intermediate
    Chapter 7: Real-World Automation Projects

    1. Lead Capture → CRM Pipeline

    Build a full lead capture and enrichment workflow.

    25m Lesson 1 of 5

    This project builds a complete lead management pipeline: capture leads from a web form, enrich the data, score them, and sync to your CRM.

    Workflow Architecture

    1. Webhook Trigger: Receive form submissions
    2. Validation: Check required fields
    3. Enrichment: Look up company data via Clearbit/Apollo
    4. Scoring: Assign a lead score based on criteria
    5. CRM Sync: Create or update contact in HubSpot
    6. Notification: Alert sales team in Slack

    Code Examples

    Lead Scoring Logic
    javascript
    const lead = $input.first().json;
let score = 0;

// Company size scoring
if (lead.company_size > 500) score += 30;
else if (lead.company_size > 100) score += 20;
else if (lead.company_size > 10) score += 10;

// Email domain scoring
const freeEmails = ["gmail.com", "yahoo.com", "hotmail.com"];
const domain = lead.email.split("@")[1];
if (!freeEmails.includes(domain)) score += 20;

// Engagement scoring
if (lead.downloaded_whitepaper) score += 15;
if (lead.visited_pricing) score += 25;

return [{
  json: {
    ...lead,
    lead_score: score,
    lead_tier: score >= 60 ? "hot" : score >= 30 ? "warm" : "cold"
  }
}];

    Pro Tips

    • 💡Always validate incoming webhook data before processing — never trust external input

    Comprehension Quiz

    Answer 2 of 2 correctly to unlock lesson completion.

    1. What is the first step in a lead capture pipeline?

    2. Why should you validate incoming webhook data?

    Pass the quiz above to unlock lesson completion
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    All lessons in this chapter

    1. Lead Capture → CRM Pipeline25m2. Automated Email Campaign20m3. Multi-Channel Notifications20m4. Two-Way Data Sync25m5. Content Publishing Pipeline30m