Turn a single Jotform into a qualified pipeline - lead scoring, CRM sync, and Slack alerts done right
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.
- 4 Forms
- 4 Emails
- 4 Workflows
- 4 Integrations
- 3 Extras
Plus: Polished thank-you page with next-step options, Lead-source attribution dashboard, Monthly conversion report template
Installed in your Jotform account.
You own everything. No monthly fees to me.
How this kit actually works.
A Jotform-powered lead capture system that qualifies, scores, deduplicates, and routes every submission into your CRM with full attribution. Built from 4+ years inside Jotform - conditional logic the way it should work.
Every piece, ready the day you buy it.
Forms
- Multi-step qualification form with conditional branching
- Anti-spam honeypot and duplicate-email protection
- Enrichment fields pulled from UTM parameters
- Progressive disclosure for higher completion rates
Emails
- Instant confirmation email to the prospect
- Internal lead-alert email with full context
- Follow-up nurture sequence for unqualified leads
- Escalation email when high-value lead detected
Workflows
- Automatic lead scoring based on form answers
- Round-robin assignment across your sales reps
- Duplicate detection against existing CRM contacts
- Hot-lead branching that skips straight to calendar
Integrations
- CRM webhook (HubSpot, Pipedrive, Salesforce)
- Slack new-lead alert in your sales channel
- Calendly or Cal.com handoff for qualified leads
- Google Sheets backup sync
Extras
- Polished thank-you page with next-step options
- Lead-source attribution dashboard
- Monthly conversion report template
Pick the fit. Upgrade later if you need to.
Base Kit
Ready to run, self-setup
$89
- All forms, emails, and workflow configs
- Setup documentation
- 30-minute video walkthrough
- 14-day email support
Pro Setup
Kit + setup call + customization
$179
- Everything in Base
- 45-minute setup call
- CRM integration configured for your stack
- Custom lead scoring rules
- 30-day email support
Done-For-You
Full implementation by me
$449
- Everything in Pro
- Full custom implementation in your Jotform account
- Sales team training session
- Custom routing rules and territory logic
- 60-day priority support
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.