/ Calivus Labs - 1a - New Leads.md
Calivus Labs - 1a - New Leads.md
 1  ---
 2  type: make-scenario-migration
 3  status: pending
 4  make-id: 2890895
 5  active: true
 6  invalid: false
 7  trigger: jotform
 8  apps: [jotform, close-crm, slack]
 9  executions: ~medium
10  last-edit: 2026-04-05
11  ---
12  
13  # Calivus Labs | 1a - New Leads
14  
15  **Status:** Active
16  **Make ID:** 2890895
17  **Trigger:** Jotform → Watch for Submissions
18  
19  ---
20  
21  ## Module Sequence
22  
23  1. **Jotform — Watch for Submissions** → receives new lead form submission
24  2. **Close CRM — Create Lead** → creates new lead record with form data (name, email, phone, source, etc.)
25  3. **Slack — Create Message** → posts new lead notification to `#aw-1-leads` channel
26  
27  ---
28  
29  ## n8n Node Mapping
30  
31  | Make Module | n8n Node | Notes |
32  |---|---|---|
33  | Jotform Watch Submissions | Webhook | Configure Jotform to POST to n8n webhook URL |
34  | Close CRM Create Lead | HTTP Request | POST `https://api.close.com/api/v1/lead/` with lead body |
35  | Slack Create Message | Slack node | Send Message to #aw-1-leads |
36  
37  ---
38  
39  ## Key Details
40  
41  - **Simplest active scenario** — only 3 nodes
42  - Jotform form is the Calivus Labs new lead intake form
43  - Lead fields to map: name, email, phone, source/UTM, any custom fields
44  - Slack channel: `#aw-1-leads`
45  
46  ---
47  
48  ## Migration Checklist
49  
50  - [ ] Identify exact Jotform form ID and field names
51  - [ ] Recreate Close CRM API credential in n8n
52  - [ ] Recreate Slack credential in n8n
53  - [ ] Build 3-node workflow: Webhook → HTTP Request (Close) → Slack
54  - [ ] Test with sample Jotform submission
55  - [ ] Update Jotform webhook URL to n8n endpoint
56  - [ ] Confirm lead appears in Close and Slack message fires
57  - [ ] Mark active in n8n, deactivate Make scenario