Web-Form Lead Catcher & Instant Router

The problem this kills

Your website form dumps leads into an inbox. Someone has to notice the email, copy the name, email, company and phone into your CRM by hand, guess which rep should own it, and forward it on. Half the time it happens hours late. Some of it is spam, so people start ignoring the inbox entirely. And every so often a real, ready-to-buy lead slips through the cracks and nobody ever follows up.

That is lost revenue caused by manual data entry and a noisy inbox. It is exactly the kind of boring, error-prone glue work that a small internal tool should be doing for you.

What you'll build

A hosted "contact us / request a demo" form you can embed on your site. When someone submits it, the tool:

• Validates the submission (real email, required fields, sane formatting) and captures the UTM / referrer so you know where the lead came from.
• Runs spam and bot defenses (a hidden honeypot field, rate limiting, and rules to strip free-mail or role addresses where you want to).
• Checks the lead against your existing-customer and contact list so you do not create duplicates, and warns you about resubmits.
• Suggests the right rep based on your roster and territory rules.
• Drops everything into a review queue where a human clicks Accept before anything is committed.
• Once accepted, commits the lead with a unique ID, emails the assigned owner, and lets you export a CSV in exactly the columns your CRM expects.

What's inside the Implementation Plan

The plan is a single file you paste into an AI coding agent (Claude Code). It walks the agent through the whole build, one copy-paste prompt at a time.

The best part: it opens by interviewing you about your business. Before it writes a single line, the plan makes the agent ask about your current lead process, the systems and spreadsheets you use, the real field names and codes in your CRM, your typical and peak volumes, your routing rules, and your messy edge cases. It reads a short tailored spec back to you, you give it a thumbs-up, and only then does it build a tool shaped to how you actually work, not a generic template.

From there you get a step-by-step build: the form, validation and spam defenses, the duplicate checker, the rep-routing logic, the human review queue, email notifications, and the CSV export, each ending in a ready-to-paste prompt.

The governance it includes (this is the point)

This is not a toy form. The plan builds in the controls that make a tool safe to put in front of your team:

• Login, so only your team can open the review queue.
• Row-level security, so people only ever see their own organization's leads.
• A full audit trail: who reviewed what, what they changed, and when.
• A human-in-the-loop approval gate: the AI drafts and suggests an owner, but a real person reviews and clicks Accept before any lead is committed or any rep is emailed.
• Duplicate guards, so the same lead can't be processed twice (lowercased work email as the key, with a company + phone secondary warning on resubmits).

Who it's for

Marketing ops, SDR team leads, and small-business owners who today get lead emails from a website form and re-type them into a CRM by hand. If you have ever lost a lead in an inbox, this is for you. No coding background needed.

You've got this. Paste the first prompt and let the agent interview you.