AI-Driven CRM Data Enrichment
Budget: $30 – $250 AUD
My Gravity Forms enquiry form already pushes new leads straight into Monday.com. Now I want to level-up that workflow so every fresh lead arrives with rich, neatly summarised context.
Here is the journey I need built:
1. The moment a submission lands, grab the company name, website and any other details already captured in Gravity Forms.
2. With that input, automatically collect more public data from every key source – the firm’s own site (especially the services offered, About Us copy and contact details), its ABN/ASIC registration and its Google Business Profile. No single source outranks the others; I want all three queried.
3. Feed everything you’ve gathered into ChatGPT (or an equivalent LLM you recommend). The model should distil and structure the findings into a clear summary ready for sales-team use.
4. Push that tidy summary, plus the discrete raw fields you deem useful, back into the existing lead item in Monday.com via its API. The record needs to update without creating duplicates or breaking the current automation.
Essential deliverables:
• A secure, serverless or self-hosted script/integration that runs automatically on each form submission.
• Mapped Monday.com fields populated with the ChatGPT summary and individual data points.
• Basic logging and an easy way for me to adjust prompts or field mappings later.
• Quick video or written walkthrough showing how to maintain or expand the workflow.
If you have prior experience with Gravity Forms webhooks, Monday.com API, and OpenAI integrations, I’m eager to see examples. Looking forward to making our leads instantly smarter together.
Note: The automation between gravity forms and Monday task creation is already built and operating successfully. It is the data enrichment that we are looking to incorporate and expand on.
Here is the journey I need built:
1. The moment a submission lands, grab the company name, website and any other details already captured in Gravity Forms.
2. With that input, automatically collect more public data from every key source – the firm’s own site (especially the services offered, About Us copy and contact details), its ABN/ASIC registration and its Google Business Profile. No single source outranks the others; I want all three queried.
3. Feed everything you’ve gathered into ChatGPT (or an equivalent LLM you recommend). The model should distil and structure the findings into a clear summary ready for sales-team use.
4. Push that tidy summary, plus the discrete raw fields you deem useful, back into the existing lead item in Monday.com via its API. The record needs to update without creating duplicates or breaking the current automation.
Essential deliverables:
• A secure, serverless or self-hosted script/integration that runs automatically on each form submission.
• Mapped Monday.com fields populated with the ChatGPT summary and individual data points.
• Basic logging and an easy way for me to adjust prompts or field mappings later.
• Quick video or written walkthrough showing how to maintain or expand the workflow.
If you have prior experience with Gravity Forms webhooks, Monday.com API, and OpenAI integrations, I’m eager to see examples. Looking forward to making our leads instantly smarter together.
Note: The automation between gravity forms and Monday task creation is already built and operating successfully. It is the data enrichment that we are looking to incorporate and expand on.