Lead Management Automation Flow

Alessandro Federici

Completed work

Automation Engineer

Operations Lead

Sales Manager

Make

Slack

Typeform

Sales

Overview

In this project, I built a complete automation flow designed for companies or agencies that collect leads through Typeform.

When a user submits the form:

Their data is automatically saved into Airtable for tracking and CRM purposes.

Based on the answer to the monthly budget question, a Slack notification is sent to the appropriate sales rep:

Budget < €500 → channel/team A

Budget > €500 → channel/team B

The user then receives a personalized thank-you email, generated on the fly using their form data.

The flow was built in Make, using conditional routers, dynamic data mapping, and external API modules. It is scalable, easy to update, and adaptable to other forms or CRMs.

Tools Used / Stack

Make

Typeform

Airtable

Slack

Gmail

Key Features

No Typeform Premium required This automation works without needing a Typeform paid plan, thanks to the use of custom Webhooks instead of native integrations.

No need for Zapier The entire flow is built with Make, avoiding extra costs from platforms like Zapier while offering more control and flexibility.

Centralized data in Airtable All leads are stored and organized in Airtable, ready for follow-up or CRM syncing.

Smart notifications based on budget Sales reps are instantly notified on Slack depending on the client’s budget, ensuring the right lead goes to the right person.

Automated personalized email replies Clients receive a clean, branded thank-you email as soon as they submit the form — no manual action required.

Scalable and customizable The automation can be adapted for other tools like Google Forms, Tally, Notion, or CRMs like Pipedrive or HubSpot.