A lead that waits for a reply is a lead that cools off. This pack gives you four connected automations that take a form submission from the moment it lands to the moment someone follows up, so nothing depends on a person remembering to check an inbox.
Each workflow comes as a Make.com blueprint with a matching Zapier build sheet, a sample webhook payload with its JSON schema, and a step-by-step PDF guide with field maps. Swap in your own channels, sheets and email wording and you are live.
What is inside
- Lead intake: creates or updates the CRM contact, posts a Slack alert and sends the lead a confirmation email.
- Lead scoring and owner routing: scores by company size, source and budget, looks up the account owner in a Google Sheet and sends high scores to a priority channel.
- Lead log and follow-up task: writes every lead to a Google Sheet and creates a Trello card due in two days.
- Stale lead daily digest: every morning, lists leads still marked New after three days.
- 4 Make.com blueprints (.json), 4 Zapier build sheets (.json), 4 sample payloads with JSON schemas, a test script and a PDF setup guide.
Who it is for
- Agencies and consultancies that run lead forms for themselves or clients.
- Small sales teams that want fast replies without extra software.
- Freelance automation builders who want a tested structure to start from.
What you need
- A Make.com account for the blueprint files, or a Zapier account for the build sheets.
- Accounts for the apps you want to connect, such as Slack, Google Workspace or your CRM.
- A few minutes per workflow to connect your accounts and replace the YOUR_ placeholder values.
Make blueprints import through the Import Blueprint option in Make. Zapier does not import Make files, so each workflow also ships as a Zapier build sheet that lists the trigger, every action and the field mapping. Make and Zapier update their modules from time to time, so re-select a module and reconnect your account if either platform flags one after import. Test each workflow with the included sample payload before connecting it to live customers.
License: Use the files to build automations for your own business and for client work. Reselling or redistributing the files themselves is not allowed. Full terms are included in the download. Sold by Forge Workflow Holdings Limited.
