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Send form submissions to your CRM and score them
Sales, CRM & outreach · checked 2026-10-17
Make watches Jotform for new submissions and creates or updates the contact in HubSpot (or a person and lead in Pipedrive). Claude then reads new contacts, scores each lead with a reason, and you decide who to contact.
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Review scores, set lead status and decide who to contact
Human step
Confirmed
Confirmed means the vendor documents it (linked). It doesn't mean IonBin has tested it. AI-platform and human steps need no source.
Human approval
You decide who to contact.
Watch out for
Keep the human approval step: You decide who to contact.
Starter prompt
Goal: Respond first to the leads most likely to buy. Tools involved: Make, HubSpot, Claude. Your part: claude reads the new contacts through hubspot’s remote mcp server; scores each lead with a one-line reason. Work step by step, show me each draft or proposed change, and wait for my approval before anything is sent, published, signed, filed or changed in a live system.
Assembled from this page’s goal and steps. Paste it into your AI platform and adjust it to your situation.
Computed from the MCP and API steps only: "Confirmed" needs the tool's docs to name the platform and the platform to support the connection. Browser, upload and human steps work from any platform.
What we checked (2026-10-17)
Make’s Jotform app has a Watch for Submissions trigger and a Get Form Submissions action.
Make’s HubSpot CRM app has Create or Update a Contact, which avoids duplicates when someone submits twice.
Make’s Pipedrive app has Create a Person and Create a Lead, if Pipedrive is your CRM.
HubSpot remote MCP can read CRM records, so Claude can pull the contacts the scenario created. If Sensitive Data is turned on, activity data is blocked.
Pricing. Make has a $0 plan with 1,000 credits a month. Core is $12 a month billed annually.
Set it up
In Make, start with Jotform Watch for Submissions and map each form field to a HubSpot contact property, or to Pipedrive person and lead fields.
Run the scenario once with a test submission and check the record.
Each morning, ask Claude to score the newest contacts against your criteria and give a reason for each score.
Set lead status yourself. Scores are a sorting aid, and you can override any of them.
