Automated Lead Capture and Follow-Up

This agent captures lead information from form submissions and manages follow-up actions automatically.

Overview

This agent captures lead information from form submissions and manages follow-up actions automatically.

Why you should use the Automated Lead Capture and Follow-Up template:

Streamline your lead management process with this automated template. It captures lead data, sends personalized emails, and sets reminders, ensuring no lead is overlooked and maximizing your conversion rates.

How the template works:

This template automates the lead capture and follow-up process as follows:

When a new form submission is received from Tally, Typeform, or Google Forms, the agent captures all relevant lead information.
It adds the new lead to a Google Sheets CRM with all necessary details, including status and lead score.
A personalized welcome email is sent to the lead, thanking them for their submission and providing next steps.
A Google Calendar event reminder is created for the internal team to follow up with the lead if no booking is made within 24 hours.
The lead's information is sent to the designated sales team member via email for immediate awareness.
If critical information is missing, the submission is logged in an 'Incomplete Leads' sheet without sending the welcome email.
Any action failures are logged, and the process continues to ensure no lead data is lost.