Lead Capture Automation

What It Does

Automatically collects leads from your website forms, landing pages, and social media ads — then routes them straight into your CRM with all the details organised and ready to act on.

How It Works

1. Trigger: Someone fills out a form on your website or clicks a Facebook/Google ad
2. Step 1: The lead's info (name, email, phone, source) is captured instantly
3. Step 2: A new contact is created in your CRM (Airtable, Notion, HubSpot, or Google Sheets)
4. Step 3: Your sales team gets a Slack or email notification with the lead details
5. Step 4: The lead receives an instant acknowledgement email

Why It Matters

Manually copying leads from forms into spreadsheets is slow and error-prone. This ensures every lead is captured within seconds, so none slip through the cracks.

Who Is This For?

• Businesses running ads and getting form submissions
• Sales teams that need leads in their CRM instantly
• Anyone who has ever lost a lead because they forgot to log it