Project overview
The concept behind this automation revolves around capturing every lead instantly and eliminating wasted time. Instead of manually copying contacts, chasing emails, or losing track of inquiries, this workflow creates a seamless system where new leads flow directly into your CRM, Google Sheets, and Slack in seconds.
With automated thank-you emails, instant notifications, and real-time data sync, your business achieves a professional, modern, and scalable process that works 24/7 without human error.
Background
Most businesses struggle with slow response times and disorganized lead management. Manually logging leads or switching between email, sheets, and CRM eats up valuable hours and often results in lost opportunities.
Our workflow solves this by:
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Capturing leads in real time the moment they submit a form.
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Logging data automatically into Google Sheets for backup and visibility.
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Syncing contacts directly into HubSpot CRM, tagged and ready for follow-up.
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Sending instant thank-you emails, building trust with customers right away.
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Notifying your sales team in Slack, so no lead slips through the cracks.
Client Benefits
- Save hours of manual work every week
- Responds to customers instantly, boosting conversion rates
- Keeps leads organized, transparent, and trackable
- Scale effortlessly; whether you're handling 10 leads a month or 10,000
