Automatically personalize and send outreach to every new lead

Turns each form submission into a personalized LinkedIn or email message sent automatically to the lead.

How the work actually flows

It branches. Exactly one path is taken.

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

flowchart TD trig>"new lead form submitted"]:::trig s0["receive lead submission"]:::task s1["generate personalized messages"]:::task s2["send outreach message"]:::svc s3[("log lead activity")]:::store trig --> s0 s0 --> s1 s2 --> s3 gx{"× linkedin profile provided or not"}:::gate s1 --> gx p00["send via linkedin"]:::task gx -->|"linkedin available"| p00 p10["send via email"]:::task gx -->|"no linkedin"| p10 jn{"○ log activity"}:::gate p00 --> jn p10 --> jn jn --> s2 out[/"personalized outreach sent quickly"/]:::out pay{{"faster follow up without manual writing"}}:::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
AI Agents & Autonomous SystemsLead Generation & ProspectingEmail Automation
Connects
JotFormGoogle GeminiGmailHeyReach

The problem it solves

Every new form submission means writing a personalized outreach message and deciding where to send it, which eats into time you could spend closing deals. Leads go cold fast if follow-up doesn't happen right away.

Who it fits

A sales or marketing team following up on inbound leads from a website form or campaign.

How it works

  1. A new submission comes in from your lead form
  2. AI writes a personalized LinkedIn message and a short email based on the lead's details
  3. If a LinkedIn profile is provided, the message is sent through your LinkedIn outreach tool
  4. Otherwise, the email version is sent through Gmail
  5. Every lead and message is logged for tracking
What you get

Leads who respond to your personalized outreach

Every new lead receives a personalized message crafted for them within moments of signing up.

What you get

A personalized outreach message sent to the lead within minutes of their form submission, plus a logged activity record.

What you need

A JotForm account, a Google Gemini API key, a Gmail account, and a HeyReach 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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