This template starts a sheet for Automation workflow, at $490, the price published in the catalogue. Scope and price are confirmed before any work starts, and nothing is charged before that.

Start a sheet from it and the order opens with this template's brief already written. Change what differs for you, send it, and a person reads it before anything is built.

My tools are different. Does it still fit?

The systems named here are examples of what it usually connects. Write the ones you use in the brief; if that changes the size of the job, the quote says so before you accept.

Website leads in the CRM, with a reply within minutes

Every form filled in on your site becomes a contact in your CRM, and the person gets a reply while they still remember you.

For any business that gets enquiries through its website

From $490 per project

Typical timelineUsually within days of the confirmed scope

Start a sheet from it The part this sheet is for: Automation workflow

What this template does

A lead answered the next day has already called someone else. Each form sent from your site creates or updates the contact in your CRM, assigns it to the right person, and sends the lead a reply with the next step.

Prefilled for you

The brief it fills in

When a form is sent from our website, create or update the contact in our CRM, assign it to the right person and send the lead an automatic reply with the next step.

Systems it connects

Your website form
HubSpot, Pipedrive or Zoho CRM
Gmail or Outlook

Kind of job

Automations - B2B sales, Any business

What you get

One integration built, tested and running on your own accounts
The steps written down, so both sides know exactly what runs
Checked by a person before it is handed over
Changes until you approve it

What you provide

Your website form, or access to add one
Your CRM, with access
The first reply in your own words

Questions about this template

What does it cost?This template starts a sheet for Automation workflow, at $490, the price published in the catalogue. Scope and price are confirmed before any work starts, and nothing is charged before that.
How does it start?Start a sheet from it and the order opens with this template's brief already written. Change what differs for you, send it, and a person reads it before anything is built.
My tools are different. Does it still fit?The systems named here are examples of what it usually connects. Write the ones you use in the brief; if that changes the size of the job, the quote says so before you accept.

Ready to run this recipe?

The sheet opens with this template's form already filled in. Change what is yours, and the price is set before anyone starts.

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