Lead Capture to CRM
From a form submission to a customer record. A spam gate filters the noise before a human ever sees it, and every real inquiry becomes a tracked lead with a lifecycle.
Six steps from form to customer
The gate does the dirty work up front. Everything that survives it is a real person, already in the CRM, already assigned a stage.
How each step works
Every inquiry enters through one form on the website. One front door means one pipeline to secure, measure, and improve.
Before anything touches the CRM, an automatic gate evaluates the submission. Real inquiries pass through untouched. Junk is archived with a reason attached.
Passing submissions become inquiry records automatically: who wrote, what they asked, and when. No copy-paste from an inbox, ever.
The system creates or updates the person's CRM record and attaches lead state to it. If they have written before, the history is already there. One person, one record, no duplicates.
From here humans take over: qualify, converse, propose. The lead's stage is updated in the CRM as it moves, so the pipeline view is always the truth, not a weekly guess.
Customer is not a label anyone types. It is a state the company record earns when a deal is won. The definition is structural, so reports never argue about who counts.
The seven elements
Every workflow we document has the same anatomy: seven elements, each assigned to a human, a machine, or both. This is the Centaur Map from our workflow design method.
A submission on the website contact form, the one front door for every inquiry.
The form fields plus any existing CRM history for that person or company.
The spam gate decides what enters; humans decide how qualified leads move through the pipeline.
Real inquiries route into the CRM; junk routes to a reviewable archive with a reason attached.
A deduplicated person record with lead state and the full inquiry attached.
The lead appears in the admin pipeline views the moment it exists.
Lead stages and conversion through the funnel, read live from the CRM, never assembled by hand.
The standing rules
- One form, one pipeline, no side doors
- Spam is archived automatically, never silently deleted
- People and companies are deduplicated by the system, not by memory
- Customer status comes from won deals, not from a checkbox
Why it works
- Humans only ever see real inquiries, so response time stays fast
- Zero manual entry means the CRM never drifts from reality
- Archived spam is reviewable, so the gate is accountable
- Structural definitions make every pipeline report trustworthy