Onboarding/Lead Capture Automation
Project : Automated Lead Capture System (Zapier)
Created an automated lead capture and follow-up system for a real estate business using Zapier.
The system collects form submissions, sends personalized email responses, and logs each lead into a Google Sheets
CRM for easy tracking and follow-up.
This 3-step automation ensures faster response times and organized lead management.
Skills Used : Zapier • Google Forms • Email Automation • Google Sheets CRM Integration
Zapier Workflow Overview
Gmail Action Setup
Action 1
Collecting data from google form
Email Recipient
Email Subject
Action 2
Formatting name text
Action 3
Set up follow up email
Email Body
Action 4
Set up lead capture for CRM sheet
Automation steps overview in
Zapier
Email content setup in
Zapier
Personalizing Email Communication by
Splitting Full Names in Zapier Formatter
Automating Google Form Data Transfer to
Google Sheets in Zapier
Form Details
Using Zapier's Formatter tool to split full
names into first and last names, enabling
personalized email addressing for a more
human touch in automated
communications.
Mapping Google Form data to a Google Sheet
in Zapier for smooth and accurate lead
management automation.
Result 1 : Automated Lead Emails Sent from Gmail
Automated follow-up emails sent to multiple leads via Gmail, triggered by new form
submissions captured through Google Forms and managed in Zapier.
Email Body
Result 2 : Automated Lead Data Collected from Google Forms to
Google Sheets
Lead data automatically transferred to a Google Sheet from Google Forms submissions,
organized for easy tracking and follow-up through Zapier automation.