What does this Make.com template do?
On form submit, enriches the lead, applies your score rules, assigns a CRM owner, posts to Slack, and routes low-fit contacts to a nurture branch — one scenario, full handoff.
What's included
- multi-step-lead-routing.make.json
- Make.com module map + credential slots
- Test-record validation checklist
Common use cases
- Marketing ops — Documented starting point for your stack.
How to import into Make.com
- 1
Download the blueprint JSON
Use the Download Template button and open the file from the email we send you.
- 2
Import in Make.com
Make.com → Scenarios → Create a new scenario → ⋮ menu → Import Blueprint → select the JSON file.
- 3
Connect apps & credentials
Open each module and authenticate the apps listed in the prerequisites section.
- 4
Map fields and variables
Replace placeholder sheet columns, webhook URLs, or filter values with your account IDs.
- 5
Run once manually
Execute the scenario with test data before switching on scheduling.
How to customize for your stack
Extend
Add Slack or CRM branches per operator notes in email.
Operator note: Test with one lead per territory or segment before opening the webhook — routing rules fail silently when enrichment returns empty company size.
Anton Chisliuk · AI Marketing Ops · Updated September 2026