Lead Intake Automation

Your leads stop falling through the cracks

When someone fills out your form, a whole sequence runs on its own: CRM record created, calendar invite sent, welcome email delivered, your team notified. You wake up to a hot lead, not a missed one.

Built for: Service businesses, consultants, coaches, agencies, and anyone losing 5+ minutes per inquiry to manual data entry and follow-up.

What you get

✓Your existing form (Typeform, Tally, Squarespace, Webflow, or custom) connected to your CRM (HubSpot, Airtable, Salesforce, Notion, Google Sheets)
✓Auto-created contact record with all form fields mapped cleanly
✓Calendar invite or booking link automatically sent to the lead
✓Branded welcome email sent immediately in your voice, written by me
✓Slack or SMS notification to you or your team within 30 seconds of a new lead
✓Optional: auto-tagging by lead type, lead score, or urgency
✓Documentation of the whole flow so anyone on your team can troubleshoot or extend it

What I need from you

→The URL of your existing form (or I can build a simple one if you don't have one yet)
→Login or API access to your CRM, email tool, and calendar
→A few sentences for the welcome email: what your business does and what happens next
→Your Slack workspace or phone number for notifications

How it works

Day 1: Map the flow

Quick call to map out exactly what should happen when a lead comes in. I confirm the tools you're using and which fields go where. You approve the flow diagram.

Day 2: Build, test, ship

I build the automation, test it end-to-end with sample submissions, and walk you through how to monitor it. You see real test leads flow through every step.

Common questions

What tools do you support?

Anything with a Zapier, Make, or n8n integration, which is basically every modern business tool. If you're using something obscure, mention it before you book and I'll confirm.

Will I pay anything ongoing?

Most automations run on free tiers of Zapier or Make for low volume. If you have heavy traffic, you may need a paid plan ($20–30/month). I'll tell you upfront which tier you need.

What if my form lives on Squarespace?

Works great. I connect Squarespace forms via webhooks or Zapier. Same for Wix, Webflow, Framer, or any form tool with notifications enabled.

Can I add steps later?

Easily. I build it in a modular way so you can add a step (like a follow-up email 3 days later, or routing high-value leads differently) without breaking what's already there.

What if it breaks?

30 days of fix-it support included. After that, you can hire me for ad-hoc work or it's simple enough that any junior automation person can maintain it.

Ready when you are

Ready to build this?

Tell me what you've got and I'll come back with a clear scope, a price, and a start date.

Start a project