← GTM Recipes

Form · Webhook → Slack · CRM

Enrich, score and route inbound leads in minutes.

A form needs only name and email. ListPlus adds the company from the domain, computes the fit score and hands A-leads to Slack and your CRM. The rest stays in the list – visible, not deleted.

Runs in ListPlus – no agent needed

Inbound · 12 leads todaycompany per lead 0.25 credits
Mia Winterhelioworks-sample.com · Head of Buying100 · A → Slack, CRM
Ava Steinkontur-sample.com · already in the CRMExisting → owner
Noah Wolfnordlicht-sample.com · Marketing Manager40 · Nurture
Tom Lenzmailinator.comdisposable · review

Score and rules run for every new lead – no agent needed

Example · fictional contacts, real prices

Watch it

Setup

Build this workflow.

A way into the list – a form, a webhook or an app event (Typeform, Calendly, a HubSpot form). Your ICP criteria and a pipeline to Slack or the CRM.

What does a run cost?

The company from the email domain costs 0.25 credits per lead ($0.01 on Pro); personal domains trigger no lookup. Checks, rules and a rule-based score cost nothing, an AI criterion in the score 0.02 credits per AI answer. A pipeline handoff is charged per record.

  1. ListPlus runs automatically

    A lead arrives

    By form, webhook or app event the record lands in the list – with its origin.

  2. ListPlus runs automatically

    Add the company from the domain

    The email domain yields company, industry and size. Personal domains trigger no company lookup; disposable addresses are caught by the checks.

  3. ListPlus runs automatically

    Compute the fit score

    A score column: industry +40, size +30, role +30 – plus an AI criterion where a rule is not enough. The score recalculates whenever data changes.

  4. Slack · CRM runs automatically

    Hand off A-leads, existing accounts to the owner

    Rule: score ≥ 80 and not in the CRM → status “A”, Slack and CRM pipeline. Already in the CRM → status “Existing” for the owner. Below 50 → tag “Nurture”.

  5. Your team manual in ListPlus

    Review the unclear ones

    Rows with an open finding (name and email do not match, company unclear) stay on “Review”.

With your agent

Give your agent this brief.

A form or webhook on the list, a Slack or CRM pipeline. An agent with the “Set up” right can create score and rules – paused until you switch them on.

The same call from Claude Code, ChatGPT, Cursor or an n8n HTTP node – MCP and REST offer the same tools.

Agent guide (.md) ↗
Agent prompt

Set up the list “Inbound”: add the company from the email domain, a fit score (software industry +40, 51–500 employees +30, marketing or sales role +30), a match against the list “Customers”. Rules: score ≥ 80 and not a customer → status “A” and the pipelines “Slack #inbound” and “CRM”; customer → status “Existing”; score < 50 → tag “Nurture”. Create the rules paused and show me the cost per lead.

Tools and sample call

describe_setup · add_column · create_trigger · query_records · send_to_pipeline

create_trigger({
  "list_id": "<shared_list_id>",
  "name": "A-leads to Slack",
  "on": "match",
  "conditions": {
    "groups": [
      [
        {
          "field": {
            "kind": "column",
            "name": "Fit score"
          },
          "op": "greaterThanOrEqual",
          "values": [
            "80"
          ]
        },
        {
          "field": {
            "kind": "reference",
            "listId": "<customers_list_id>"
          },
          "op": "isNotIn"
        }
      ]
    ]
  },
  "actions": [
    {
      "kind": "status",
      "status": "A"
    },
    {
      "kind": "pipeline",
      "pipeline": "Slack #inbound"
    }
  ],
  "activate": false
})

Try it with your data

Routing runs only after normalisation and deduplication – otherwise “US” and “United States” land with two reps. A score is a rule, not a judgement; “Review” cases are seen by a person.

Create a list with a form