A lead capture form for marketing and sales teams collecting inbound leads from website, content downloads, and webinars. AI scores each lead against your ICP and routes hot leads to the right rep in Taskade.
What's Included
- Progressive Profiling Form: Email-only on first visit, full form on second, full company info on third
- Lead Database: Every submission stored with company, role, source, and lead-score on a Table view
- ICP Scoring Agent: AI agent reads each submission, looks up company size and industry from the email domain, scores against your ICP rubric (0-100)
- Hot-Lead Routing: Score >70 triggers an automation that pages the right sales rep based on territory + assigns the lead in your CRM
- CRM Two-Way Sync: Updates flow both ways with Salesforce, HubSpot, or Pipedrive
Why This Template Wins
- Hot leads don't sit: Score-based routing means the high-fit lead reaches a rep within 60 seconds, not 24 hours. Speed-to-first-touch correlates 7x with conversion
- Progressive profiling improves form completion: Visitors hate 12-field forms. Asking for email first, then more on return visits, lifts completion rates 30-50% — without losing data quality
- No "junk lead" complaints from sales: Sales sees only leads scoring >70 (or your threshold) — marketing handles nurture for the rest. Both teams stop arguing about lead quality
How to Use
- Clone this template into your Taskade workspace
- Customize ICP scoring criteria — company size, industry, role, intent signals
- Connect Salesforce, HubSpot, or Pipedrive for two-way CRM sync
- Train the ICP Scoring Agent on your ideal customer profile and past won deals
- Set up automation triggers for hot-lead routing by territory or vertical
FAQ
Can this form embed on a Webflow or WordPress site?
Yes. The form publishes as embeddable HTML/JS that drops cleanly into any CMS — Webflow, WordPress, Framer, plain HTML pages. Submissions populate the workspace and trigger the ICP Scoring Agent.
Does the ICP Scoring Agent enrich leads with firmographic data?
Yes. The agent looks up company size, industry, and basic firmographics from the email domain via integrated enrichment APIs. Premium enrichment providers (Clearbit, ZoomInfo) connect via API integration for deeper data.
What plan handles 5,000 leads per month?
Pro ($16/mo annual) handles unlimited leads. Business ($40/mo) adds advanced segmentation and longer retention — recommended for high-volume B2B marketing teams.
CTA
Try this template free in Taskade. For CRM setup, see /learn/automation/automations-execution. To generate a custom lead form from a prompt, try the AI Form Generator. Browse more lead-gen apps in the Community Gallery.