Workflow
Lead Intake to CRM Automation
Automatically capture leads from forms and add them to your CRM with enriched data. No manual data entry required.
>_Done For You SetupWithout automation
The problem
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. During that time, the lead sits uncontacted and the window closes. Research from Harvard Business Review shows that responding within 5 minutes makes you 100x more likely to connect compared to waiting 30 minutes. Most teams are nowhere close to that.
How it works
The automation
New Form Submission
A lead fills out your intake form on any platform
Trigger on new form submission
Saves 5 min/leadOpenClaw watches your form provider (Typeform, Tally, or native landing page forms).
Enrich lead data automatically
Saves 10 min/leadBefore the lead hits your CRM, OpenClaw appends company info, LinkedIn data, or intent signals using AI.
Create or update CRM record
Saves 3 min/leadFields get mapped to your CRM schema and a new contact is created.
Assign to the right rep
Saves 2 min/leadOpenClaw sets the lifecycle stage and assigns the lead based on your routing rules: by territory, industry, company size, or round-robin.
Notify the team in real time
Saves 1 min/leadA Slack message fires to the assigned rep within seconds: lead name, company, what they submitted, and a direct link to the CRM record.
Lead in CRM, Rep Notified
Enriched contact record created in under 30 seconds
With OpenClaw
What changes
New leads land in your CRM within 30 seconds of form submission, enriched with firmographic data, assigned to the right rep, 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.'
Integrations
What you will need
This workflow connects HubSpot, GoHighLevel, OpenAI, and Slack. Most of these have pre-built skills on ClawHub that install in under a minute. If you are already using these tools, you are halfway to having this workflow live.
OpenClaw runs on your own VPS ($5-15/month) and connects to these services via their APIs. You bring your own API keys.
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Common questions
Frequently asked questions
Want this workflow
running this week?
The $19 workshop covers OpenClaw setup, security, your first workflow, and connecting to channels. From there, deploying workflows like this one is straightforward.
Written by
Kevin Jeppesen
Founder, The Operator Vault
Kevin is an early OpenClaw adopter who has saved an estimated 400 to 500 hours through AI automation. He stress-tests new workflows daily, sharing what actually works through step-by-step guides and a security-conscious approach to operating AI with real tools.
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