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Lead & CRM Systems · Zapier

Automated Lead Capture & Scheduling Workflow

Form to Notion database, Slack alert and a Calendly invite, with lead status tracked in Notion.
Date
Mar 2025
Platform
Zapier

What this build does

Designed an end-to-end lead management workflow that automates data collection, team notifications, and meeting invitations. When a prospect submits a Google Form, their information is automatically added to a Notion database, the sales team receives a Slack notification, and the prospect is emailed a Calendly link to schedule a meeting. Lead statuses are tracked within Notion to ensure follow-ups are organized and efficient, making the process faster and reducing manual work.

Screenshots

Automated Lead Capture & Scheduling Workflow — workflow 1
Workflow · 1 / 1

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