Automated Lead Engagement System
Victoria Tamara
Automated Lead Engagement System
Objective:
Ensures every new lead is acknowledged instantly and nurtured through the funnel - in this case towards a discovery/intro call, while keeping internal stakeholders informed and the Notion CRM updated.
Tools Used:
Make, Notion, Mail.
NB: Other alternative CRMs and tools can be used to achieve a similar outcome.
Overview:
This automation watches for new lead submissions in Notion (automated from a form).
When a new entry is submitted, it instantly triggers two parallel actions:
Alerts internal stakeholders via email with the lead’s details.
Updates the lead's status in Notion and sends a personalized follow-up email prompting the lead to schedule a call.
Outcome:
Ensures leads are never missed or delayed in follow-up
Boosts lead conversion by automating next steps in the leads journey
Handles all incoming leads in real-time, 24/7
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Posted Jul 28, 2025
Ensures new leads are automatically nurtured through a lead journey to the next step, keeps team informed, & CRM updated.
