Capture website leads, log them, and follow up automatically

Every website form submission is saved to a spreadsheet, triggers a thank-you email, and notifies your team.

How the work actually flows

It branches. Every path runs.

Pattern: Parallel Split (2)

flowchart TD trig>"contact form submitted"]:::trig s0["capture form details"]:::task s1[("save lead to spreadsheet")]:::store trig --> s0 s0 --> s1 gx{"+ notify and follow up"}:::gate s1 --> gx p00["email admin the details"]:::task gx -->|"admin notification"| p00 p10["send thank you email"]:::task gx -->|"customer journey"| p10 p11["send scheduled follow up emails"]:::task p10 --> p11 p00 --> out p11 --> out out[/"leads logged with automatic follow up"/]:::out pay{{"no leads fall through the cracks"}}:::pay 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 stepA record or sheetEvery pathResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
CRM & Sales PipelineEmail AutomationSpreadsheet & Database OpsAPI & Webhook Integration
Connects
GmailGoogle Sheets

The problem it solves

Every time someone fills out your contact form, you have to manually copy their details somewhere, remember to reply, and hope you do not lose track of the lead. Juggling multiple plugins or a separate CRM for something this simple wastes time you do not have.

Who it fits

Small business owners running a WordPress website who want leads captured and followed up on without extra plugins.

How it works

  1. A visitor submits your website's contact form
  2. Their details are saved as a new row in your spreadsheet
  3. You get an email notification with the full submission
  4. The customer receives an automatic thank-you email confirming their inquiry
  5. On a set schedule, the system also sends follow-up marketing emails to your contact list
What you get

Leads followed up before they go cold

Every visitor who fills out your form gets an instant thank-you email while your team gets notified right away.

What you get

An organized lead spreadsheet, an admin notification, a customer confirmation email, and ongoing follow-up campaigns.

What you need

A Google Workspace account and a website contact form that can send submissions to the automation.

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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