Lead Management Automation Flow
Alessandro Federici
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.
Outcome
Fully automated lead management, no more manual handling, faster sales team response, and instant communication with potential clients.
Like this project
Posted Jun 1, 2025
Built an automation flow for lead management using Typeform, Airtable, and Slack.
