Start with speed-to-lead: form submission → enrich → ICP-check → route → notify. It's the template 'Inbound Speed-to-Lead' — clone it, connect your form source, adjust the routing rule, test, enable.
Clone the template
Automation → Workflows → Templates → Inbound Speed-to-Lead → Clone. You get the five-step skeleton with sensible defaults.
Wire the trigger
Point the trigger at your form source: native form integration, CRM lead-created event, or inbound webhook from your form tool. The test payload shows immediately.
Adjust routing
The routing step defaults to round-robin across your AE pool for ICP-qualified leads, nurture enrollment for the rest. Swap in your territory or named-account rules.
Test then enable
Run Test with a sample payload — every step shows its result inline. Submit one real test lead end-to-end, confirm the notification arrives and the CRM record looks right, then toggle Enabled.
