Every website enquiry lands in your CRM, gets an instant reply, and creates a follow-up task for your team.

I connect one lead source (a website form) to your CRM using Make.com or GoHighLevel workflows. Each new lead is saved and tagged, gets an automatic reply, and creates a task for your team, with a reminder if nobody follows up.

What's included

One lead source connected to your CRM (GoHighLevel or another CRM supported by Make.com)

Contact created with tags and a pipeline stage

Instant email reply (plus SMS if your CRM supports it)

Task created in ClickUp, Monday.com or your CRM

24-hour reminder if the lead hasn't been contacted

Testing and setup notes

2 revision rounds

Not included

Building the website or form from scratch

More than one lead source

Paid Make.com plans or app subscriptions

Custom code or API development

Deliverables

Working automation in your accounts

Test run with sample leads

Setup notes

What I need from you

Access to your form tool, CRM and Make.com (if used)

Your task tool

Reply wording, or approval of my draft

For an example of my approach, see the Lead Capture Automation (Demo) project on my profile.