Qualify and route new leads the moment they submit a form

Captures a new lead, asks a follow-up question based on their goal, then logs and alerts your team.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4) · Simple Merge (5)

flowchart TD trig>"new form submission received"]:::trig s0["personalize response to lead"]:::task s1["ask follow up question"]:::task s2[("log conversation to sheet")]:::store s3["alert team of new lead"]:::svc trig --> s0 s0 --> s1 s2 --> s3 gx{"× what is the lead seeking"}:::gate s1 --> gx p00["ask product specific question"]:::task gx -->|"product interest"| p00 p10["ask service specific question"]:::task gx -->|"service interest"| p10 jn{"○ merge to logging"}:::gate p00 --> jn p10 --> jn jn --> s2 out[/"lead logged and team alerted"/]:::out pay{{"faster personalized follow up"}}:::pay s3 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepAn outside serviceA record or sheetOne path onlyPaths rejoinResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
CRM & Sales PipelineMessaging & NotificationsSpreadsheet & Database OpsAPI & Webhook Integration
Connects
Google SheetsSlack

The problem it solves

New leads come in through your website or forms, but by the time someone on your team notices and replies, the moment has passed. You lose the personal touch and sometimes lose the lead entirely.

Who it fits

Sales and support teams that capture leads through web forms or chat and need fast, personalized follow-up.

How it works

  1. A new lead submits their information through a form
  2. The system personalizes the response based on their answer
  3. It branches the follow-up question depending on what the lead is looking for
  4. It logs the full conversation to Google Sheets
  5. It alerts your team in Slack so someone can follow up right away
What you get

Leads routed to the right question instantly

New leads get a personalized follow-up question based on what they're looking for, with the full conversation logged and your team alerted in Slack.

What you get

A logged lead record in Google Sheets and an instant Slack alert to your team.

What you need

A Google Sheets account and a Slack workspace.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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