May 12, 2026
π AI Lead Capture & Auto-Entry Pipeline What it does: A plug-and-play lead capture system where the Tally form URL is customised per platform β website, LinkedIn, Facebook, or any ad channel the business runs. Once a lead fills out the form: β Gmail instantly sends them a personalised welcome email with a booking link so they can schedule a meeting with the business owner immediately β no waiting. β Google Gemini analyses the lead, scores them 1β10 based on priority, summarises their information, and flags whether they should be fast-tracked based on their role and profile. β The sales team receives an instant Slack notification with the AI summary and priority score so they know exactly who to follow up with first. β All lead data is automatically entered into HubSpot CRM β zero manual input required. Tools: Tally.so Β· HubSpot Β· Google Gemini Β· Gmail Β· Slack [embed video here]
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