Auto Send Potential Lead Summary To Business Owners Via Gmail
Автор: Auto Appy
Загружено: 2026-01-08
Просмотров: 7
Do you forget who a lead is or what they asked after a few days?
In this video, I show you how to automatically send a structured lead summary to your Gmail inbox whenever someone submits a Google Form.
This automation helps business owners and freelancers:
✔ Get instant lead summary emails in Gmail
✔ Preserve enquiry context automatically
✔ Avoid opening Google Sheets repeatedly
✔ Follow up faster and more confidently
✔ Turn Gmail into a searchable lead memory system
Workflow used:
– Trigger: Google Forms (New Submission)
– Action: Gmail (Send structured lead summary email)
This setup is perfect for:
• Business owners
• Freelancers
• Consultants
• Agencies
• Coaches
• Service‑based businesses
You can extend this automation to:
– Add follow‑up reminders
– Log leads into Google Sheets or CRM
– Assign leads to team members
– Trigger email or WhatsApp follow‑ups
Subscribe for more no‑code automations that save time, reduce mental load, and help you manage leads smarter.
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