/ 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