Instant Lead Capture: CRM + Pre-Consultation Email
New leads are created as opportunities in the CRM the instant they come in, with staff notified in Slack and a pre-consultation form emailed automatically.
ZapierThe problem
New leads needed to land in the CRM as trackable opportunities right away, and get a pre-consultation form quickly enough to keep momentum — but doing both by hand meant delays and inconsistent follow-through.
How it was solved
Built a Zapier automation that fires the moment a new lead comes in: it creates the opportunity directly in the CRM, sends an instant Slack alert to staff, waits an hour, then emails the lead their pre-consultation form automatically.
The outcome
Every new lead becomes a tracked opportunity in the CRM immediately and receives their pre-consultation form on a consistent timeline, without staff having to remember a single manual step.
Categories
Tools deployed
Pipeline overview
- 01
New lead received
A webhook fires on lead creation.
- 02
Opportunity created
The lead is added to the CRM as a trackable opportunity.
- 03
Staff notified
An instant Slack alert reaches the team.
- 04
1-hour delay
The workflow waits before the next step.
- 05
Form emailed
The pre-consultation form is sent to the lead automatically.
More work
Booking new projects for October 2026