Overview

Automatically captures leads from multiple sources, prevents duplicates, calculates lead scores, and assigns to the right sales rep - all in real-time without manual data entry.

What It Does

• Captures lead data via webhook from forms, landing pages, or APIs
• Searches for existing companies to prevent duplicates
• Creates company records automatically if new
• Calculates lead score based on 4 factors: job title, company size, revenue, and source
• Assigns leads to sales reps based on industry and company size
• Links all data properly in Airtable for clean relationship management

Business Impact

• Time saved: 10+ hours per week (eliminates manual data entry)
• Accuracy: 100% (no human error in data entry)
• Speed: Sub-second lead processing (immediate assignment)
• Duplicate prevention: Smart detection saves hours of cleanup
• Lead response time: Instant assignment means faster follow-up

Technical Requirements

Required Accounts:

• Airtable (Free plan works for up to 1,200 records per base)
• Make.com (Free: 1,000 operations/month, sufficient for testing)

Optional Integrations: