Lead Intake & Scoring Agent
Every lead that hits your website form or webhook is enriched, summarized, and scored by an AI prompt, then written to your CRM and routed to the right person. Hot leads ping your team in Slack within seconds; the rest are queued for nurture — no manual triage.
Templates never consume AI Builder credits. Customize every node visually after import.
How it works
Capture
A webhook trigger (or a published Falcon form) receives the lead the moment it is submitted.
Score
An AI Prompt node summarizes the inquiry and scores intent 1–10 against your ideal-customer criteria.
Route
A condition branch writes the lead to HubSpot, notifies Slack when the score clears your threshold, and sends a personalized acknowledgment email.
Integrations in this template
Every node is swappable — replace any integration with another without rebuilding the flow.
Webhook Trigger
View integration docs →AI Prompt
View integration docs →HubSpot
View integration docs →Send Email
View integration docs →Built for
- Website contact and demo-request forms
- Inbound leads from paid landing pages
- Partner referral submissions that need consistent triage
Frequently asked questions
Can I use Salesforce instead of HubSpot?
Yes — swap the HubSpot node for the Salesforce node; both are first-class integrations. The rest of the workflow is unchanged.
Do I need to write the scoring prompt myself?
The template ships with a proven scoring prompt you can edit in plain English, or ask AI Wingman to adapt it to your criteria.
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View template →Ship this agent today.
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