No AI required
Sales & CRM
Follow up on outstanding quotes
Polite, timely follow-ups on quotes that have not been accepted yet.
- 01Quote sent
- 02Wait N days
- 03Still open?
- 04Send follow-up
- 05Remind salesperson
Automation recipe · Sales & CRM
Capture website leads directly into your CRM
Website form submissions create CRM leads and alert a salesperson in real time.
Automate this process No AI required
Workflow
- 01Website form
- 02Create / update lead
- 03Assign owner
- 04Notify salesperson
The problem
Website inquiries arrive as notification emails. They are forwarded, copied into the CRM later — or occasionally missed altogether.
What the automation does
Form submissions are sent straight to the CRM with their source page and campaign details, assigned to an owner, and announced to the sales team immediately.
The benefit
Every web lead is recorded, attributed and followed up — while the prospect is still interested.
How it works
- 01
The website form sends submissions to an automation endpoint via webhook.
- 02
Fields are mapped to the CRM, with source and campaign data attached.
- 03
Assignment rules choose the owner; a notification goes out instantly.
- 04
An optional confirmation email thanks the prospect and sets expectations.
Often paired with
More automation recipes
All recipesNo AI required
Sales & CRM
Automate customer onboarding tasks
A signed deal triggers welcome emails, accounts, folders, tasks and the first appointment.
- 01Deal won
- 02Create records
- 03Send welcome pack
- 04Assign internal tasks
AI-assisted
Email & Communication
Turn incoming emails into CRM leads
New inquiries in your inbox become complete CRM leads — and the right salesperson hears about it.
- 01Incoming email
- 02Extract details
- 03Create CRM lead
- 04Notify salesperson
Want this working in your business?
Every recipe is adapted to your systems and the way your team works. Tell us about your setup and we’ll suggest the simplest reliable approach.