Automatically qualify new form leads and send a welcome email

Checks new form leads automatically, sends qualified ones a personalized Gmail welcome, and logs everything for 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["validate email and score lead"]:::task s1[("log outcome to sheets")]:::store s2["send slack summary"]:::svc trig --> s0 s1 --> s2 gx{"× lead qualified or not"}:::gate s0 --> gx p00["send welcome email"]:::task gx -->|"qualified lead"| p00 p01["update contact record"]:::task p00 --> p01 p10["skip welcome email"]:::task gx -->|"not qualified"| p10 jn{"○ continue to logging"}:::gate p01 --> jn p10 --> jn jn --> s1 out[/"welcomed qualified lead with logged record"/]:::out pay{{"faster consistent lead followup"}}:::pay s2 --> 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
Lead Generation & ProspectingEmail AutomationMessaging & NotificationsSpreadsheet & Database OpsSurvey & Feedback
Connects
TypeformVeroGmailGoogle SheetsSlack

The problem it solves

Every new signup needs someone to check if it's a real, qualified lead, then follow up quickly before interest fades. Doing that by hand means delays, inconsistency, and leads slipping through unnoticed.

Who it fits

Sales, marketing, or growth teams that capture leads through a signup form.

How it works

  1. A new form submission triggers the system
  2. It checks the email is valid and scores the lead
  3. Qualified leads get a personalized Gmail welcome automatically
  4. The contact is added or updated in Vero
  5. The outcome is logged to Google Sheets with a Slack summary
What you get

New leads greeted the moment they sign up

You get every qualified new lead welcomed with a personalized email the moment they fill out your form.

What you get

A qualified, welcomed lead with a logged record and a team notification.

What you need

A form tool, a Vero account, Gmail, Google Sheets, and Slack.

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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