October 2024
Stop Losing Leads: How to Automate Your Lead Capture
The Problem: Leads Fall Through the Cracks
You're running Facebook ads. You're on Angi. You have a contact form on your website. Leads are coming in but they're scattered across different platforms.
Someone has to manually check each source, copy data into your CRM, and notify the sales team. By the time you get around to it, the lead has already gone with a competitor who responded faster.
This is a common problem for contractors and home service businesses and it's costing you thousands in lost revenue.
The Solution: Automated Lead Capture
When a lead comes in from any source, it should automatically flow into your CRM and notify your team in real-time. No manual copying. No missed opportunities.
Here's what a good lead automation system looks like:
- Lead submits form (Google Forms, Facebook Lead Ads, Angi, etc.)
- Data flows into CRM (Pipedrive, HubSpot, Salesforce, etc.) automatically
- Team gets notified instantly via Slack, SMS, or email
- Follow-up begins within minutes, not hours or days
Real-World Example: Contractor Lead Automation
We built this exact system for a contractor who was juggling leads from Google Forms, Angi, and Facebook. They were manually entering data and missing leads in the chaos.
After implementing automated lead capture:
- Zero missed leads – everything flows into their CRM automatically
- Instant notifications – sales team gets Slack alerts within seconds
- Faster response times – they respond to leads while competitors are still checking email
- Better tracking – they can see exactly where leads come from and what converts
Common Lead Sources We Connect
Forms and Websites
- Google Forms
- JotForm
- Gravity Forms (WordPress)
- Typeform
- Custom website forms
Lead Generation Platforms
- Angi (formerly Angie's List)
- HomeAdvisor
- Thumbtack
- Yelp
- BuildZoom
Social Media & Ads
- Facebook Lead Ads
- Instagram Lead Ads
- LinkedIn Lead Gen Forms
- Google Ads
CRMs We Integrate With
- Pipedrive
- HubSpot
- Salesforce
- Zoho CRM
- Monday.com
- Custom CRMs
Notification Options
When a lead comes in, we can notify your team via:
- Slack: Instant message to your sales channel
- SMS/Text: Text message to your phone
- Email: Email notification with lead details
- Push notifications: Mobile app alerts
Benefits of Lead Automation
- Never Miss a Lead: Every lead is captured, even if it comes in at 11pm
- Respond Faster: First response wins be the first to contact new leads
- Save Time: No more manual data entry or checking multiple platforms
- Better Tracking: See which lead sources actually convert to sales
- Improve Close Rates: Faster, more organized follow-up means more closed deals
What It Costs
Initial Setup: Starting at $2,500 (depends on number of lead sources and complexity)
Ongoing Support: $75/hour for changes, new integrations, and maintenance
ROI: If you close just one extra deal per month because of faster response times, this system pays for itself many times over.
Getting Started
If you're losing leads because they're scattered across multiple platforms, we can help. We'll connect all your lead sources to your CRM and set up real-time notifications so you never miss another opportunity.
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