W-09 · Zapier
Automated Lead Response & Nurture System
Form submissions trigger instant replies, CRM logging, and a Day 2 + Day 5 follow-up sequence.
Problem
Businesses capturing leads through online forms often lose potential customers due to slow follow-ups and inconsistent communication. Every form submission required someone to manually review and follow up, creating delays, missed opportunities, and no visibility on lead status.
Approach
Built a fully automated lead nurture system on Zapier. The moment a lead submits a form, the system fires automatically. A personalized welcome email is sent via Gmail within 60 seconds, lead data is logged in Google Sheets with status tracking, and a task is created in Asana for the sales team. If no response after Day 2 a follow-up email triggers automatically. On Day 5, a final check-in fires. The entire sequence runs without anyone on the team lifting a finger.
Outcome
Every lead gets an instant personalized response within 60 seconds. Zero manual follow-up needed. No lead falls through the cracks. Sales team always has full visibility through Asana and Google Sheets.
Zapier / Fillout Forms / Gmail / Google Sheets / Asana / Filter by Zapier / Delay by Zapier
Carlos Chiu, AI Automation & Enablement Specialist: all work