When a client submits a form, the system:
→ Logs data into Google Sheets CRM
→ Creates a Trello card in "New Leads"
→ Sends a welcome email to the client
→ Sets a follow-up reminder in Google Calendar
Tools: Zapier, Google Forms, Sheets, Trello, Gmail, Calendar
Result: 0 manual work per lead. Saves 20-30 min per inquiry.
Runs 24/7 automatically.
0 likes · 0 views · Mar 29, 2026
When a client submits a form, the system: → Logs data into Google Sheets CRM → Creates a Trello card in "New Leads" → Sends a welcome email to the client →...
