--- title: "Meeting Form Orchestration: GTM Play in 8 Steps | Frontal" description: "Meeting Form Orchestration is an eight-step inbound play for your website, email and LinkedIn, from “Capture form submissions” to “Perform outreach”. It uses Tally, Clay, HubSpot, Slack, Instantly and three more tools." url: https://frontal.so/plays/meeting-form-orchestration updated: 2026-10-19 --- Play 14 Inbound # Meeting Form Orchestration Meeting Form Orchestration is an eight-step inbound play for your website, email and LinkedIn, from “Capture form submissions” to “Perform outreach”. It uses Tally, Clay, HubSpot, Slack, Instantly and three more tools. [Kenny Damian](https://www.linkedin.com/in/kenny-damian-90aba221a/), Co-founder & Head of GTM **Motion** Inbound **Channel** Website, Email, LinkedIn **Steps** 8 **Tools** 8 ## The workflow [![Workflow diagram of the Meeting Form Orchestration play in five numbered stages: catch the form the moment it lands; fill in what the form missed; check what HubSpot already knows; qualify each path its own way; and reach out on two channels.](https://frontal.so/_astro/meeting-form-orchestration-1280.seybSu0f.webp)](https://frontal.so/_astro/meeting-form-orchestration-1280.seybSu0f.webp) *[Open the diagram full size](https://frontal.so/_astro/meeting-form-orchestration-1280.seybSu0f.webp) (1280 x 2120 px)* **The diagram as text** 1. Catch the form the moment it lands - **Website meeting form submitted**. Tool: Tally. - **Webhook into Clay (per submission)**: Full name, Email, Company name and Company domain. Only four fields come in. Everything else gets filled next. Tool: Clay. 2. Fill in what the form missed - **Enrich missing data**: Company domain, LinkedIn URL, Job title and Firmographics. With: Clay and BetterContact. 3. Check what HubSpot already knows - **Company lookup (by domain)**: Does this company already exist in the CRM? Tool: HubSpot. - **Contact lookup (by email)**: Is this person already a contact? Tool: HubSpot. - **Lookup result → Path** - Company already in HubSpot → Existing company: persona check - Company not found → New company: ICP check 4. Qualify each path its own way - **Existing company (persona fit)**: Job title, Department and Seniority. The account is known. Confirm this person is someone worth a meeting. Check: Clay. - **New company (ICP fit)**: Industry, Company size, Tech stack and Market. Unknown account. Clay AI checks it fits, then the records get built. Check: Clay and ChatGPT. Create: HubSpot. - **Account owner checked, assigned rep notified**. Tools: HubSpot and Slack. 5. Reach out on two channels - **Email outreach (email)**: Follows up on the meeting request for every qualified prospect. Send: Instantly. - **LinkedIn outreach (linkedIn)**: A second touch on LinkedIn to the same person. Send: lemlist. - **Outcome: Every request routed to its owner**. Tool: Slack. **The stack:** Tally, Clay, BetterContact, HubSpot, ChatGPT, Slack, Instantly, lemlist. ## The play in eight steps 1. ### Step 1: Capture form submissions Add a webhook to the website form using Tally to configure submissions into Clay. Extract full name, email, company name, and company domain. 2. ### Step 2: Enrich missing data Use Clay enrichment to fill missing fields and populate company and contact attributes including company domain, LinkedIn profile URL, job title, and firmographic data. 3. ### Step 3: Lookup company and contact in CRM Perform company lookup in HubSpot using company domain and contact lookup using email address. Determine whether company and/or contact already exist in the system. 4. ### Step 4: Route existing companies Run persona qualification to confirm the lead matches your ICP. Evaluate job title, department, and seniority level. 5. ### Step 5: Handle new companies Run ICP qualification using Clay AI to evaluate industry, company size, technology stack, and market alignment. 6. ### Step 6: Enrich and create company Enrich company data via Clay and create company and associated contact records in HubSpot. 7. ### Step 7: Assign account ownership Check for existing account owner assignment and notify the assigned rep via Slack. 8. ### Step 8: Perform outreach Launch email outreach via Instantly and LinkedIn outreach via lemlist for all qualified prospects. ## Tools used The eight tools this play names. Each links to the other plays that use it. - [HubSpot](https://frontal.so/plays?tool=HubSpot) - [BetterContact](https://frontal.so/plays?tool=BetterContact) - [Clay (opens in a new tab)](https://go.frontal.so/clay) [Clay](https://frontal.so/plays?tool=Clay) - [Tally](https://frontal.so/plays?tool=Tally) - [Slack](https://frontal.so/plays?tool=Slack) - [ChatGPT](https://frontal.so/plays?tool=ChatGPT) - [Instantly (opens in a new tab)](https://go.frontal.so/instantly) [Instantly](https://frontal.so/plays?tool=Instantly) - [lemlist (opens in a new tab)](https://go.frontal.so/lemlist) [lemlist](https://frontal.so/plays?tool=lemlist) ## Related plays - Play 18 Inbound · Outbound ### [Product Sign-Up Outreach](https://frontal.so/plays/product-sign-up-outreach) 7 steps · Email, LinkedIn - [Clay (opens in a new tab)](https://go.frontal.so/clay) - [lemlist (opens in a new tab)](https://go.frontal.so/lemlist) - [Instantly (opens in a new tab)](https://go.frontal.so/instantly) - Play 19 Inbound · Outbound ### [Multi-Thread Inbound Leads](https://frontal.so/plays/multi-thread-inbound-leads) 9 steps · Email, LinkedIn - [Clay (opens in a new tab)](https://go.frontal.so/clay) - [Apollo (opens in a new tab)](https://go.frontal.so/apollo) - [lemlist (opens in a new tab)](https://go.frontal.so/lemlist) - [Instantly (opens in a new tab)](https://go.frontal.so/instantly) - +2 more - Play 33 Inbound · Outbound ### [Brand Mentions Monitoring](https://frontal.so/plays/brand-mentions-monitoring) 6 steps · LinkedIn, Email - [Clay (opens in a new tab)](https://go.frontal.so/clay) - [Instantly (opens in a new tab)](https://go.frontal.so/instantly) - [lemlist (opens in a new tab)](https://go.frontal.so/lemlist) - +2 more [All GTM plays](https://frontal.so/plays) ## Have us run this play Tell us what you’re trying to hit this quarter, and we’ll suggest where to start. 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