Creator Automation Recipe Builder

AUTOMATION RECIPE: Lead Capture → Follow-up Email → CRM Log

TOOL: Zapier (simplest for this flow)

TRIGGER:
When: New lead submits your contact form on your website
Form tool: Whatever you use (Typeform, Gravity Forms, etc.)
Data captured: Name, Email, Phone, Company, "What are you interested in?"

STEP 1: Send immediate reply email
Tool: Gmail or your email provider
Template: "Thanks for reaching out! I'll follow up within 24 hours."
Send to: New lead's email address
Why: Sets expectation, confirms they submitted

STEP 2: Add to spreadsheet (your CRM alternative)
Tool: Google Sheets or Airtable
Data to log: Name, Email, Phone, Company, Interest, Date received, Stage ("New lead")
Why: Centralize all leads in one place to track

STEP 3: Create task for yourself
Tool: Todoist, Asana, or any task manager
Task: "Follow up with [Lead Name] — they're interested in [Topic]. Send detailed email."
Due date: Next business day (auto-set)
Why: Ensures you don't forget

STEP 4 (Optional): Send to Slack
When: Lead comes in
Message: Post to your #sales or #leads channel with lead details
Why: Team visibility if you have one

FULLER SEQUENCE (if you want automated email follow-up):

(Add to Step 2 above)
Step 2b: Trigger email sequence
Tool: ConvertKit, Mailchimp, or GetResponse (if lead opts in)
Day 1: "Here's what we offer"
Day 3: "Here's a case study"
Day 5: "Quick question: timeline?"
Why: Keeps you top-of-mind without manual work

TYPICAL SETUP TIME: 20 minutes (most of it is writing email templates)
NO-CODE REQUIRED: True (all point-and-click)
COST: Zapier basic tier ($20/month) + your email/CRM tools you already have

TEST BEFORE LAUNCH: Submit a test lead yourself to make sure emails send + data logs correctly.