Lead Intake to CRM Automation

Automatically capture leads from forms and add them to your CRM with enriched data. No manual data entry required.

Without automation

The Manual Bottleneck

Every time a lead fills out a form, someone has to manually copy it into the CRM, enrich the data, and assign it to a rep. That takes 5–15 minutes per lead. Then the lead sits uncontacted for hours while it goes cold. By the time sales touches it, the moment has passed.

With OpenClaw

What changes when you automate this

New leads land in your CRM within 30 seconds of form submission — enriched, assigned, and ready to work. Your team gets a Slack ping the instant a lead arrives. No spreadsheets, no copy-paste, no dropped balls.

Tell OpenClaw: 'Watch my Typeform, enrich each new lead with company data, create a HubSpot contact, assign it to the right rep, and ping #sales in Slack.' That's the whole workflow.

Here's exactly what happens

1

Trigger on new form submission

Webhook / Form

OpenClaw watches your form provider — Typeform, Tally, or native landing page forms. The moment a submission arrives, the workflow kicks off automatically. No polling, no delays.

2

Enrich lead data automatically

OpenAI / Enrichment API

Before the lead hits your CRM, OpenClaw appends company info, LinkedIn data, or intent signals using AI. Turns a bare email address into a fully profiled contact in seconds.

3

Create or update CRM record

HubSpot / GoHighLevel

Fields get mapped to your CRM schema and a new contact or lead is created. If the person already exists, the record updates instead of creating a duplicate. No more janky duplicates.

4

Assign to the right rep

HubSpot / GoHighLevel

OpenClaw sets the lifecycle stage and assigns the lead based on your routing rules — by territory, industry, company size, or round-robin. No manual intervention needed.

5

Notify the team in real time

Slack

A Slack message fires to the assigned rep within seconds: lead name, company, what they submitted, and a direct link to the CRM record. They can respond while the lead is still warm.

What you'll need

Already have most of these? OpenClaw installs the skills in under a minute.

Frequently Asked Questions

Done For You Setup

We build your automation. You run it.

Clear planCustom buildFast handoff