In partnership with
📌 Why This Workflow?
If you’re getting leads through a website form, DMs, email replies, or even your mom’s friend, you need somewhere smart to store them.
And no, “flagging the email” is not a system.
This workflow captures those leads, stores them in Airtable, and qualifies them automatically so you know who to follow up with and who to ignore.
🛠️ Tools You’ll Need:
⚙️ What This Workflow Does:
🔹 New lead fills out your form
🔹 Info is pushed to Airtable and logged
🔹 Lead is auto-tagged or scored based on fit
🔹 Status is updated: Hot 🔥, Warm 🟡, or Cold ❄️
🔹 Ready to be piped into outreach or follow-up sequences
👨🔧 How to Build It (Step-by-Step)
Step 1 – Build the Form
Tally, Typeform, or Jotform work great. Capture fields like:
Name
Email
Company
Website
Role/Title
Project Needs / Message
Budget (if applicable)
Timeline
Step 2 – Create Airtable Base
Create a table called “Leads”. Recommended fields:
Name
Email
Company
Source (e.g. Website, Referral, Ad)
Notes
Lead Score
Status (New, Contacted, Qualified, Not a Fit)
Tags (e.g. High Budget, Startup, Spam)
Step 3 – Make.com Scenario
Trigger:
Watch Form Submissions (Tally or Typeform etc.)
Action 1:
Airtable – Create a Record with submitted form data
Action 2:
OpenAI – Qualify the Lead
Prompt:
“Given this info: [insert fields], assign a lead score 1-10 based on the following criteria: [insert custom criteria] and summarize the lead in 1 sentence. Also, suggest if they’re a good fit (Yes/No)
Action 3:
Airtable – Update Record to capture {{Lead Score}} {{Tags}} and {{Notes}}
📊 Result:
All leads stored neatly in Airtable
Auto-qualified and ranked
No more missed leads in your inbox
Easy to build on later (email follow-ups, CRM dashboards, etc.)
💡 Pro Tips:
Use Zapier Email Parser or Slack Webhook to catch leads from inbox or DMs too
Add a “Next Step” field and track follow-ups
Use filtered views in Airtable to see only Hot Leads 🔥
Sync Airtable to Google Contacts or CRM of choice if needed
🧠 Bonus Idea: Add a Slack alert when a lead is scored 8+ so you or your sales rep can pounce.
Want help tweaking this for your industry? Just reply and ask.
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