Simple Lead Tracker Automation
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Automates lead tracking and notification processes.
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About This Workflow
Overview
This workflow automatically tracks new leads submitted through a Google Form. It then processes these leads by sending notifications to Slack and Gmail, adding them to HubSpot, and implementing a conditional follow-up reminder.
It's designed to streamline lead management by automating data entry and communication.
Key Features
- Triggers automatically on new Google Form submissions.
- Sends instant alerts to Slack and Gmail.
- Enriches HubSpot CRM with lead data.
- Implements a timed delay before checking follow-up status.
- Conditionally sends follow-up reminders based on interest level.
How To Use
- Import the workflow JSON.
- Configure the 'Google Sheets Trigger' node with your Google Form's response sheet.
- Set up credentials for Slack, Gmail, and HubSpot.
- Adjust Slack channel and Gmail recipient as needed.
- Customize the HubSpot mapping and the conditional logic in the 'If Node' to match your specific requirements.
- Ensure the 'Wait' node's duration is set appropriately for your follow-up cadence.
Apps Used
Workflow JSON
{
"id": "6a72f4d0-214a-4434-acbc-a9a168a6b8e1",
"name": "Simple Lead Tracker Automation",
"nodes": 0,
"category": "Lead Management",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
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ID: 6a72f4d0-214a...
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