What it does
- Checks ClickFunnels every half hour for new form submissions and picks up only the leads you have not seen yet
- Researches each new lead and their company from their email and whatever they submitted, so a rep walks in already informed
- Creates or updates the contact in HubSpot with the enriched details, a lifecycle stage, and the owner you choose
- Posts a short Slack briefing to your sales channel covering who the lead is, their likely fit, and a suggested first outreach step
- Skips obvious spam or test submissions and says why in Slack instead of cluttering your CRM
The prompt
Paste it into a new chat in General Input, and a specialist builds it with you.
On a cron schedule every 30 minutes, pull new form submissions from ClickFunnels using List Form Submissions. Watch the funnel or form I specify below, and use a submission id watermark so you only process leads that are genuinely new: sort submissions newest-first (sort_order=desc), and skip any whose id is at or below the highest id you processed on the previous run. On the very first run, record the most recent submission id as the watermark and do not backfill older history.
For each new submission, read the standard and custom fields the person submitted, such as name, email, company, phone, and any funnel-specific questions. Research the person and their company from their email domain and whatever details they provided: what the company does, its size and industry, and any signal about whether they are a good fit for us. Keep the research tight and factual, and note when something could not be found rather than guessing.
Before writing anything to HubSpot, decide whether the submission looks like spam or an obvious test, for example gibberish names, disposable or clearly fake email domains, 'test' entries, or empty and mismatched fields. If it does, skip the HubSpot write entirely and instead post a one-line note in the Slack briefing saying you skipped it and why.
For legitimate leads, create or update the person in HubSpot with Create Contact. Match on email address so you update an existing contact instead of creating a duplicate. Include the enriched properties you gathered, such as company, role, industry, and short research notes, set a lifecycle stage appropriate to an inbound lead, and assign the contact to the HubSpot owner I specify below.
Then post a short briefing to my sales team's Slack channel with Send a Message. The briefing should say who the lead is (name, company, and how they came in), what you found about their company and their likely fit, and a suggested first outreach step so a rep can act right away. Keep it to a few scannable lines a busy rep can read at a glance.
Let me configure three things: the ClickFunnels funnel or form to watch, the HubSpot owner to assign new contacts to, and the Slack channel where briefings are posted.
What you'll need
- A ClickFunnels account with the funnel or form you want to watch
- A HubSpot account where new contacts should be created
- A Slack workspace and the channel your sales team watches
Make it yours
- Choose which ClickFunnels funnel or form to watch
- Set the HubSpot owner new contacts get assigned to
- Pick the Slack channel where the briefings are posted
- Adjust how often it checks, which defaults to every 30 minutes