Automation builders template
Website Lead to CRM and Slack template
Form webhook, enrich, upsert in HubSpot, alert sales. This template has 11 shapes: 2 decisions, 1 person or team, and 2 systems and data stores.
Free plan, no card. Opens in the Wavelength editor.
- Contact Form Start
- Webhook System
- Enrich Lead Step
- Existing Contact? Decision
Yes: Update HubSpot. No: Create Contact - Update HubSpot Step
- Create Contact Step
- High Value? Decision
Yes: Slack Alert. No: Lead Stored - Slack Alert System
- Lead Stored End
- Sales Rep Person or team
- Follow Up Step
A visitor fills out the contact form on the website. The form fires a webhook to the automation platform. The platform enriches the lead with company data. It checks if the contact already exists in HubSpot. If it does, it updates the record. If not, it creates a new contact. Then it checks if the lead is high value. If high value, it sends a Slack alert to the sales team. The sales rep follows up and the lead is stored.
Wavelength drew this flow from the conversation above. Say your own version and it draws yours.
Who uses this template
Automation builders use it as a starting point. Trigger to action flows you can export to n8n or Make. See how automation builders use Wavelength.
Start from it
Open the template and the flow is on the canvas, laid out and ready to edit.
Change it by talking
Say what is different in your team. Wavelength adds, removes, and renames the shapes for you.
Send it
Share a link, or export to PNG, PDF, PowerPoint, draw.io, BPMN, or an SOP document.
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Questions
Is the website lead to crm and slack template free?
Yes. Every Wavelength plan can open this template, the Free plan included. The Free plan saves up to 5 flows and needs no card.
Can I change the template to match my process?
Yes. Open it, then describe what is different in your team, by typing or by holding the mic. Wavelength edits the flow to match. You can also drag, rename, and delete shapes by hand.
What can I export the template to?
Exports include PNG, PDF, PowerPoint, draw.io and Lucidchart, BPMN 2.0, Mermaid, an SOP document, n8n, and a CSV of steps.
Open the website lead to crm and slack template
It opens in the editor, ready to change by talking.