Sales & B2B · Automation Kit

Lead capture with scoring, dedup, CRM sync, and Slack alerts on the ones worth interrupting for.

Updated May 5, 2026

Most B2B lead forms are leaky. Submissions land in an inbox, get forwarded to a rep, get lost, and never make it into the CRM with the right source data. The form looks simple, but the workflow behind it is where revenue goes to die.

Get this kit: $59 Book a 20-minute call

What you'll receive

4 Forms
4 Emails
4 Workflows
4 Integrations
2 Extras

Plus: Polished thank-you page with next-step options (book call, download resource, chat with rep), Lead-source attribution column in Sheets (UTM params preserved per submission)

Installed in your Jotform account.
You own everything. No monthly fees to me.

Kit contents

Lead Capture → CRM Kit

0101: Multi-step lead capture form with conditional branching (company size, budget, timeline, role)form
0202: Anti-spam honeypot field + duplicate-email detection (hidden field that bots fill, flagged on submission)form
0303: UTM parameter capture fields (source, medium, campaign, term: auto-populated from URL)form
0404: Progressive disclosure sections: basic info first, qualification questions appear only after step 1 completionform
0501: Instant confirmation email to prospect with next-steps and calendar link for qualified leadsemail
0602: Internal lead-alert email to assigned rep with full context (score, source, answers)email
0703: Follow-up nurture email for unqualified leads (3-day delay, auto-sent via Jotform autoresponder)email
0804: Escalation email when high-value lead detected (score > 80): cc's sales manageremail
0901: Lead scoring: each qualifying answer adds points (company size +20, budget confirmed +30, decision-maker +25, timeline < 3mo +15); total score routes the leadworkflow
1002: Round-robin or territory assignment: scored leads auto-routed to correct rep via webhook payload with rep IDworkflow
1103: Duplicate detection: submitted email checked against CRM via webhook before creating new contact; duplicates update existing recordworkflow
1204: Hot-lead fast-track: score > 80 skips nurture queue, prospect sees calendar booking page immediately on thank-you screenworkflow
13HubSpot / Pipedrive / Salesforce (CRM webhook: creates contact + deal with score and source)integration
14Slack (new-lead alert in #sales-leads channel with score and link)integration
15Google Sheets (backup log of all submissions with full field data)integration
16Calendly / Cal.com (calendar handoff link on thank-you page for qualified leads)integration
17Polished thank-you page with next-step options (book call, download resource, chat with rep)extra
18Lead-source attribution column in Sheets (UTM params preserved per submission)extra

System diagram

The solution

How this kit actually works.

4+ years inside Jotform shaped this lead capture: scoring on the form, dedup against existing contacts, CRM sync that doesn't fight your sales rep's edits, Slack alerts only on the leads worth interrupting for.

What's included

Every piece, ready the day you buy it.

Forms

01: Multi-step lead capture form with conditional branching (company size, budget, timeline, role)
02: Anti-spam honeypot field + duplicate-email detection (hidden field that bots fill, flagged on submission)
03: UTM parameter capture fields (source, medium, campaign, term: auto-populated from URL)
04: Progressive disclosure sections: basic info first, qualification questions appear only after step 1 completion

Emails

01: Instant confirmation email to prospect with next-steps and calendar link for qualified leads
02: Internal lead-alert email to assigned rep with full context (score, source, answers)
03: Follow-up nurture email for unqualified leads (3-day delay, auto-sent via Jotform autoresponder)
04: Escalation email when high-value lead detected (score > 80): cc's sales manager

Workflows

01: Lead scoring: each qualifying answer adds points (company size +20, budget confirmed +30, decision-maker +25, timeline < 3mo +15); total score routes the lead
02: Round-robin or territory assignment: scored leads auto-routed to correct rep via webhook payload with rep ID
03: Duplicate detection: submitted email checked against CRM via webhook before creating new contact; duplicates update existing record
04: Hot-lead fast-track: score > 80 skips nurture queue, prospect sees calendar booking page immediately on thank-you screen

Integrations

HubSpot / Pipedrive / Salesforce (CRM webhook: creates contact + deal with score and source)
Slack (new-lead alert in #sales-leads channel with score and link)
Google Sheets (backup log of all submissions with full field data)
Calendly / Cal.com (calendar handoff link on thank-you page for qualified leads)

Extras

Polished thank-you page with next-step options (book call, download resource, chat with rep)
Lead-source attribution column in Sheets (UTM params preserved per submission)

Pricing

Pick the fit. Upgrade later if you need to.

Base Kit

Ready to run, self-setup

$59

All forms, emails, and workflow configs
Setup documentation
30-minute video walkthrough
14-day email support

Book a call

Pro Setup

Kit + setup call + customization

$129

Everything in Base
45-minute setup call
CRM integration configured for your stack
Custom lead scoring rules
30-day email support

Book a call

Done-For-You

Full implementation by me

$299

Everything in Pro
Full custom implementation in your Jotform account
Sales team training session
Custom routing rules and territory logic
60-day priority support

Book a call

Frequently asked

The questions I get before someone buys.

Which CRMs does this work with?
Out of the box, the kit supports HubSpot, Pipedrive, and Salesforce. Any CRM with a webhook or Zapier integration works. The Pro and Done-For-You tiers include configuration for your specific stack.
How does lead scoring work?
Lead scoring is built into the form's conditional logic. Each qualifying answer (company size, budget, timeline, role) adds or subtracts points, and a threshold triggers different workflows. Hot leads skip straight to a calendar handoff, cooler leads enter a nurture sequence.
Can it deduplicate against my existing contacts?
Yes. The workflow checks the submitted email against your CRM via webhook before creating a new lead. Duplicates update the existing record instead of cluttering your pipeline.
Do I need a Jotform paid plan?
Conditional logic, integrations, and webhooks require a Jotform Bronze plan or higher. You can get a discounted Jotform plan through our partner link.

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Not sure if this is the right kit?

Free 20-minute call. Tell me what you're trying to do - I'll tell you if a kit fits, or if you need something custom, or if you shouldn't pay me at all.

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Every piece, ready the day you buy it.

Forms

01: Multi-step lead capture form with conditional branching (company size, budget, timeline, role)
02: Anti-spam honeypot field + duplicate-email detection (hidden field that bots fill, flagged on submission)
03: UTM parameter capture fields (source, medium, campaign, term: auto-populated from URL)
04: Progressive disclosure sections: basic info first, qualification questions appear only after step 1 completion

Emails

01: Instant confirmation email to prospect with next-steps and calendar link for qualified leads
02: Internal lead-alert email to assigned rep with full context (score, source, answers)
03: Follow-up nurture email for unqualified leads (3-day delay, auto-sent via Jotform autoresponder)
04: Escalation email when high-value lead detected (score > 80): cc's sales manager

Workflows

01: Lead scoring: each qualifying answer adds points (company size +20, budget confirmed +30, decision-maker +25, timeline < 3mo +15); total score routes the lead
02: Round-robin or territory assignment: scored leads auto-routed to correct rep via webhook payload with rep ID
03: Duplicate detection: submitted email checked against CRM via webhook before creating new contact; duplicates update existing record
04: Hot-lead fast-track: score > 80 skips nurture queue, prospect sees calendar booking page immediately on thank-you screen

Integrations

HubSpot / Pipedrive / Salesforce (CRM webhook: creates contact + deal with score and source)
Slack (new-lead alert in #sales-leads channel with score and link)
Google Sheets (backup log of all submissions with full field data)
Calendly / Cal.com (calendar handoff link on thank-you page for qualified leads)

Extras

Polished thank-you page with next-step options (book call, download resource, chat with rep)
Lead-source attribution column in Sheets (UTM params preserved per submission)

Pick the fit. Upgrade later if you need to.

Base Kit

Ready to run, self-setup

$59

All forms, emails, and workflow configs
Setup documentation
30-minute video walkthrough
14-day email support

Book a call

Pro Setup

Kit + setup call + customization

$129

Everything in Base
45-minute setup call
CRM integration configured for your stack
Custom lead scoring rules
30-day email support

Book a call

Done-For-You

Full implementation by me

$299

Everything in Pro
Full custom implementation in your Jotform account
Sales team training session
Custom routing rules and territory logic
60-day priority support

Book a call

The questions I get before someone buys.

Which CRMs does this work with?

Out of the box, the kit supports HubSpot, Pipedrive, and Salesforce. Any CRM with a webhook or Zapier integration works. The Pro and Done-For-You tiers include configuration for your specific stack.

How does lead scoring work?

Lead scoring is built into the form's conditional logic. Each qualifying answer (company size, budget, timeline, role) adds or subtracts points, and a threshold triggers different workflows. Hot leads skip straight to a calendar handoff, cooler leads enter a nurture sequence.

Can it deduplicate against my existing contacts?

Yes. The workflow checks the submitted email against your CRM via webhook before creating a new lead. Duplicates update the existing record instead of cluttering your pipeline.

Do I need a Jotform paid plan?

Conditional logic, integrations, and webhooks require a Jotform Bronze plan or higher. You can get a discounted Jotform plan through our partner link.