3x more qualified bookings.
Zero manual research.

Lead Enrichment & CRM Routing: Forge case study

A B2B SaaS startup needed a reliable way to qualify and route inbound leads to their sales team without manual research bottlenecks.

Problem

The existing process was manual and inconsistent. Sales reps spent hours researching leads, and high-intent prospects were slipping through the cracks due to slow response times.

  • Manual lead research taking hours per prospect
  • Inconsistent qualification criteria
  • High-intent leads falling through cracks
  • Slow response times hurting conversion

Multi-Source Ingestion

Captures leads from ads, forms, and partnerships automatically via webhooks and API integrations.

Layered Enrichment

Uses multiple data providers (Clay, RocketReach, Serper) to build comprehensive lead profiles.

AI Validation & Scoring

AI analyzes lead data to score and qualify each prospect based on company fit and intent signals.

Automated Routing

Routes qualified leads to CRM with real-time Slack notifications for high-priority prospects.

3x

increase in qualified meeting bookings

Tools Used

n8n Clay RocketReach Serper GoHighLevel Slack

Want results like these?

Schedule a call and we'll build a strategy for your business.

Schedule a call