I designed an automated workflow that captures leads instantly and triggers follow-up actions without manual intervention.
Automation Steps:
Lead submits a form (Google Form / social media form)
Zapier captures the lead details
Lead is automatically saved in Google Sheets / CRM
A welcome or follow-up email is sent automatically
Internal notification is sent to the sales/admin team
Tools Used:
Zapier, Google Forms, Google Sheets, Email Automation
Result / Outcome:
Faster response time to new leads
Zero manual data entry
Improved lead management and follow-up consistency
This service is ideal for startups and growing sales teams dealing with manual lead handling, slow follow-ups, or disconnected tools.
Typical workflows include:
• Lead capture and routing
• CRM workflow automation
• Automated follow-ups and reminders
• Tool integrations across CRM, email, and internal tools
• Free-plan CRM scoring workarounds
I start with a quick discovery, then build clean, reliable automations with clear documentation your team can maintain.