Inbound form → enrich → AI score → route in Zoho CRM
Webhook trigger from your form. TexAu enriches the contact + company, scores against ICP, and tags the record in Zoho CRM with priority + assigned AE.
Every form submission shows up in Zoho CRM pre-enriched, pre-scored, and routed to the right rep — within minutes.
What you provide.
Form webhook
POST to TexAu trigger with email + UTM context.
The action chain.
Each step uses a real TexAu actionKey. Click the step to read the action's full reference.
- 1Enrich
b2b-enrichment-enrich-contactProfile + company enrichment by email.
- 2Score
texau-find-technographic-dataAI Column scores fit against your ICP prompt with the full enriched record.
- 3Route
texau-find-technographic-dataSecond AI Column picks the right AE based on territory + book of business.
- 4Sync
zoho-create-contactCreate or update the contact in Zoho CRM with score + assignment.
What you get back.
Scored, routed contact
→ Zoho CRM
Why this works.
The cost of a slow inbound triage isn't latency — it's mis-routing. The AE who would have closed the deal never sees it because the SDR queue dumped it in the wrong territory. Front-loading enrichment + AI scoring + routing means every form submission lands in Zoho CRM with priority chip, fit score, and AE owner already set. The classic alternative — Zapier with no enrichment, no scoring — leaves the SDR doing it manually 4 hours later when the prospect's intent has already cooled. Pair with a Zoho CRM Slack notification on score >= 80 for instant outreach.
Deploy this workflow in your TexAu workspace.
Every workflow in the library is one click to deploy. Edit any step, swap providers, or fork it for a new ICP.
Ready to run it