A form that just emails you is a lead waiting to be forgotten. This automation turns every submission into a tracked record in your pipeline and kicks off the first follow-up — so a solo operator captures and works every inquiry without manual copying.
What's Included
- Instant capture: each submission becomes a lead record, no copy-paste.
- Follow-up agent: an custom AI agents drafts the first reply to every new lead.
- Auto-routing: triggers send leads to the right person or stage.
- Connected pipeline: leads flow from new to won as connected projects.
- Owner view: all new submissions in one board, calendar, and table views.
How To Use
- Clone the system and connect your form.
- Map fields to lead records.
- Turn on follow-up triggers.
- Watch submissions become tracked leads.
- Work every inquiry, miss none.
See lead systems in the Community Gallery or open the forms generator.