I will build an agent that triages your contact form into your CRM

Every contact-form message needs sorting, a CRM record and a reply. I build a Claude agent that does the sorting and drafting, while a person keeps the final say.

For each submission the agent:

Classifies it as lead, support request or spam

Creates or updates the contact in your CRM

Adds a note, and a follow-up task for leads

Drafts a reply for you to approve. Nothing is ever sent automatically

Writes nothing for spam

The gallery shows a working demo on HubSpot with fictional data.

Built in code, not in a visual workflow tool, so you can read it, own it and change it:

Runs in your own accounts, with your keys

Rules enforced in code, not just in the prompt

Instructions hidden in customer messages are ignored

Automated tests and a short README

Clear errors if the model or the CRM fails; one bad message doesn't stop the batch

HubSpot is the demo, but any CRM with a documented API is a candidate.

Before ordering, message me where your submissions arrive and which CRM you use.

I use AI tools to write and test code. I review and adapt everything I deliver.