Form Fill to Call Playbook

Demo, contact and pricing forms land in the CRM and start the play.

• Every submission lands in HubSpot with the page it came from.
• Typeform and Webflow forms work too, when that is where your forms live.

• HubSpot

Who filled it in, where they work, and a direct number.

• The enrichment waterfall uses IcyPeas, Prospeo, LeadMagic and GetLeads. Each vendor only sees the contacts the ones before it missed.
• A personal email is matched to a company where possible.
• A direct dial comes from the form itself, then GetLeads, then FullEnrich.

• IcyPeas
• Prospeo
• LeadMagic
• GetLeads
• FullEnrich

Every form is sorted in seconds.

• Jev and OpenRouter score fit against your ICP:
  • Fit: to a rep now
  • Customer or open deal: to its owner in HubSpot
  • Not a fit: a useful email that answers what they asked

• Jev
• OpenRouter
• HubSpot

The rep gets everything needed to call, in one message.

• A Slack alert shows who they are, what they asked for and the pages they viewed.

• Slack

Speed decides these calls, so the rep dials straight away.

• A call on Salesfinity from the direct dial.
• No answer: a voicemail and an email from the rep's own Gmail.
• A Harvard Business Review study found that firms reaching a lead within an hour were nearly seven times likelier to qualify it.

• Salesfinity
• Gmail

Three more touches over five days, from the rep's own inbox.

• Each one short and personal, sent from Gmail and logged in HubSpot.

• Gmail
• HubSpot

Minutes from submit to first touch, per rep, every week.

• HubSpot logs every first touch, and a weekly Slack report shows the time per rep.

• HubSpot
• Slack