Automation and Integration
Process an incoming lead, add company data, score it and assign it to a sales or nurture queue.
Video walkthrough
Video walkthrough coming soon.
Problem
A lead can pass through several systems before someone acts on it. Duplicate events, missing fields and service failures can create extra records or leave the lead unassigned.
Solution
I built a workflow that checks an incoming event and matches its company. It scores the account and assigns it to sales or nurture. The event ID prevents a replay from creating a second record. An execution log shows each step.
Try the automation build
Runs locally in your browser. No live contacts, emails or CRM records are changed.
Technical details
The demonstration uses an in-memory CRM. A simulated timeout shows the retry path. Reusing an event ID tests duplicate protection. Missing or unmatched data goes to review. Reset clears the records so the test can be repeated.
Current integration status
No live HubSpot, Clay, Slack, Make or n8n connection is present. This build tests the processing and failure-handling logic locally.
Results
Measured from the default event, a simulated timeout and a replay. The CRM record and queue are local demonstration outputs.
Reflection
Next I would connect the form, enrichment provider, CRM and Slack, then store event IDs in a database. I would measure response time, failures and manual work saved.