Use case · Inbound lead research

Form filled in.
Lead researched.

Your website’s contact form posts each lead to Jimothy. Claude Code researches the company on the web and writes a cited brief with a fit rating against your ideal customer, then a first reply is drafted. After you approve both, they go to your CRM.

WebhookGlobex CorpCan you replace our month-end spreadsheets?contact form
Pipeline
  1. Research the company Claude Code · sonnet
  2. Draft first reply Claude API · sonnet
  3. Review lead you
  4. Send to CRM webhook
CRMGlobex CorpFit: strong · brief, sources and a reply ready to sendAdded
Why it holds up

What the pipeline does for you

  • A brief with sources

    What the company does, its size, recent news and signals that matter to you, with the URLs it came from. Guesses are labelled as guesses.

  • Fit against your ideal customer

    You describe your ideal customer once. Every lead is rated strong, possible or weak, with a one-line reason.

  • A reply that proves you read it

    The first reply answers their question, mentions one specific thing about their company and offers a call.

  • You see it before sales does

    The brief and the reply wait together at an approval gate. Nothing reaches the CRM until you approve.

Set it up

Four steps, once

  1. Import the Inbound lead research pipeline and describe your product and ideal customer in its variables.
  2. Triggers → Add trigger → Webhook, and send form submissions to it (directly or through Zapier).
  3. Set leadWebhookUrl to a catch hook that creates the contact in your CRM.
  4. Submit a test lead from your own form.

The research step uses Claude Code, which needs to be installed and signed in on the machine running Jimothy.