Automatically qualify and log new sales leads from your website

New leads from your site are checked for budget, logged to a spreadsheet, and followed up by email instantly.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4)

flowchart TD trig>"website form submitted"]:::trig s0["check for budget info"]:::task s1[("log lead to sheet")]:::store s2["send confirmation email"]:::svc s3["notify sales team"]:::svc trig --> s0 s1 --> s2 s2 --> s3 gx{"× budget info provided"}:::gate s0 --> gx p00["log lead and notify team"]:::task gx -->|"has budget"| p00 p10["discard lead no follow-up"]:::task gx -->|"no budget"| p10 p00 --> s1 p10 --> s1 out[/"qualified lead logged and followed up"/]:::out pay{{"faster response no leads go cold"}}:::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 onlyResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
CRM & Sales PipelineLead Generation & ProspectingEmail AutomationSpreadsheet & Database OpsAPI & Webhook Integration
Connects
Google Sheets

The problem it solves

When leads come in from your website, someone has to figure out whether they're worth pursuing, log them somewhere your team can see, and remember to follow up. Leads go cold sitting in an inbox.

Who it fits

Small and mid-size sales teams capturing leads through a website form or landing page.

How it works

  1. New lead submits your website form
  2. Checks whether the lead included a budget
  3. Logs qualified leads to a Google Sheet
  4. Sends a confirmation email and notifies your sales team
What you get

Qualified leads ready for follow-up

You get every new website lead checked for budget, logged to a spreadsheet, and your sales team notified right away.

What you get

A logged, qualified lead in your pipeline, a confirmation email to the customer, and a notification to your sales team.

What you need

A form or landing page, a Google account, and an email sending account.

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

Related automations

Find and call property owner leads automatically every day

Each day the system finds property owners, saves their details, and has an AI caller reach out to qualify leads.

Standard

Enrich your Google Sheet with LinkedIn profile data in bulk

Automatically pulls LinkedIn profile details for a list of URLs and fills them into your Google Sheet.

Standard

Ten ready-made automations for leads, invoices and alerts

A bundle of ready-to-run automations that handle leads, invoicing reminders, alerts, and reporting for you.

Advanced

Turn a lead's email into a personalized newsletter for outreach

When a lead's email comes in, this automation researches them and writes a personalized newsletter as a Google Doc.

Standard
Back to the AI Playbook