Enrich every website form lead before a rep calls
When a website form lead arrives with its form label, Master Inbox runs contact enrichment, so the rep has a direct phone and company details before the first call.
Why teams run it
Inbound leads deserve a fast, informed first call.
Set it up in Master Inbox
- In Master Inbox, open Settings, then Workflows, and click Add a workflow.
- Name it Enrich every website form lead before a rep calls.
- Set the trigger to Add Label and choose Website form.
- Add the action Enrich the prospect: Contact enrichment waterfall.
- Save the workflow and switch it to Active.
Or create it with the API
Everything in the workflow builder is also in the Master Inbox API. This request creates the same workflow. Replace the example ids with your own label, list and campaign ids from GET /workflows/filter-fields.
curl -X POST https://api.masterinbox.com/api/api-webhook/v1/api/workflows/create-workflow \
-H "Authorization: Bearer $MASTER_INBOX_API_KEY" \
-H "Content-Type: application/json" \
-d '{
"name": "Enrich every website form lead before a rep calls",
"trigger_type": "add_label",
"trigger_config": {
"label_ids": [
176479
]
},
"action_configs": [
{
"action_type": "enrich_prospect",
"enrich_with": "contact_enrichment_bundle"
}
]
}'Full reference: workflow API guide and API docs.
Or ask Claude, ChatGPT or Grok to build it
Our workflow guide is written for AI agents to read. Give your assistant your API key and this prompt:
Read https://app.masterinbox.com/public-workflow-api.md and use my Master Inbox API key to create this workflow: "Enrich every website form lead before a rep calls". First call GET /workflows/filter-fields and look up my label, list and channel ids, then create the workflow and tell me what you set up.Questions
How does a form lead get the label?
Master Inbox forms can apply a label to every submission.
Can I notify the rep when it is done?
Yes. An Enrichment Completed workflow can post to Slack.
Can I build this workflow through the API?
Yes. Send the create-workflow request shown on this page with your Master Inbox API key. The API checks the payload first and lists every problem by field if anything is off.
Which plan includes this?
This workflow works on the Revenue plan. Every plan has unlimited users and starts with a free 7-day POC.
Learn more
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Run this on your own inboxes
Free 7-day POC. Unlimited users on every plan.
