Turn form leads into a Google Sheets CRM with automatic emails

Captures form submissions into a Google Sheets CRM, scores each lead, and emails them a welcome message.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig>"customer submits lead form"]:::trig s0["tag and score lead"]:::task s1["calculate follow up date"]:::task s2[("add lead to crm sheet")]:::store s3["send welcome email"]:::svc s4[("set status to nurturing")]:::store trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 s3 --> s4 out[/"lead captured and welcomed"/]:::out pay{{"simple crm without extra cost"}}:::pay s4 --> 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 sheetResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
CRM & Sales PipelineEmail AutomationSpreadsheet & Database OpsAPI & Webhook Integration
Connects
TallyGoogle SheetsSendGrid

The problem it solves

Every new lead from your form has to be copied into a spreadsheet, tagged by interest, and followed up with an email, and doing that by hand for every submission adds up fast. Leads go cold while you're still catching up on data entry.

Who it fits

Solopreneurs, small agencies, and consultants who want a simple CRM without paying for expensive sales software.

How it works

  1. A customer submits your lead capture form
  2. The system tags the lead by service interest and scores them based on their answers
  3. It calculates a follow-up date and adds the lead to your Google Sheets CRM
  4. A personalized welcome email is sent through SendGrid
  5. The lead's status is set to nurturing so you know what's next
Quick estimate

What it is worth to you

Your numbers, your hourly cost. We add nothing hidden.

per week
minutes
$ per hour
0Hours freed per month
0Value per year at your hourly cost

Assumes the freed hours are put toward other work and that manual entry, tagging, and welcome-email time matches your estimate.

What you get

A scored, tagged lead record in your Google Sheets CRM and a personalized welcome email sent automatically.

What you need

A Tally or Google Forms account, a Google Sheets account, and a SendGrid 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

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