Capture leads from forms to Google Sheets and send Gmail reminders Workflow Solution

Workflow overview

Why this workflow matters

Helpful for business development and pipeline building. Relevant for managed services and support workflows.

System Overview Workflow Name: New Lead and Reminder System What This System Does: This AlekSystem automation captures new leads from a form submission and automatically: Saves them to a Google Sheet database Sends personalized emails to prospects based on their budget Sends you admin notifications of new leads Reminds you daily about leads you haven't called yet Helps you track which leads have been contacted How It Works - Step by Step: PART 1: NEW LEAD CAPTURE Form Submission Trigger - Someone fills out "Test Form" with: First Name Last Name Email Budget (dropdown: 0-100, 0-1000, 1000+) Message Budget Filter - Rejects leads with "0-100" budget (too small) Google Sheets - Stores the lead with: All form data Submission date "Called" status (starts as FALSE) "Rejected" status (TRUE if budget < 1000, FALSE if 1000+) Lead Routing (Switch Node) - Routes leads to different email templates: Budget 0-1000: Gets email saying "I'll give you a call later this week" Budget 1000+: Gets email saying "Book a call on my Calendly link" Your Notifications - You receive 2 admin emails for every lead: One showing lead details Another with full lead summary PART 2: DAILY REMINDER SYSTEM Schedule Trigger - Runs every day at 8 PM (20:00) Google Sheets Query - Pulls all leads from today that have Called = FALSE Data Processing: Filter1 - Checks if Called = TRUE and deletes completed leads Filter2 - Checks if Called = FALSE and keeps uncalled leads Code Node - Formats uncalled leads into readable text: text Name: [First Name] [Last Name] Email: [Email] Budget: [Budget] Message: [Message] Reminder Email - Sends you the formatted list of uncalled leads to your Gmail After You Call - Mark Called = TRUE in the spreadsheet to remove from tomorrow's reminder Key Features: ✅ Automatic lead qualification - Only accepts budgets of 1000+ ✅ Personalized outreach - Different emails based on budget ✅ Lead database - All leads tracked in Google Sheet ✅ Daily reminders - Never forget uncalled leads ✅ Admin alerts - You get notified immediately when new leads arrive ✅ Lead tracking - Mark "Called" status to track progress

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