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May 12, 2026

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May 12, 2026
10:00

πŸš€ 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 1–10 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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May 12, 2026 | NatokHD