Leads · 6 steps
Web form → lead → notification
Sends a thank-you email to everyone who fills in the contact form on your site, saves the person as a lead and scores them; hot leads are flagged to you instantly.
Required integrations
Budget cap: At most $0.5 per run
What this template does
This Leads template has 6 steps and is copied into your own project in one click; you then change the copy in the editor as you like. The AI agent doing the work: Lead Qualifier.
Accounts you need to connect: Email (SMTP). The budget cap is $0.5 per run; when the cap is reached, the remaining steps don't run.
When it runs
The workflow starts when someone fills in the ready-made form you embed on your site; the sender is saved as a lead.
How it works
- 01
Form submission
Gives you a ready contact form to embed on your site; when someone fills it in, a lead is created and the workflow starts.
- 02
Create / upsert lead
Creates a lead from incoming data, or updates it if the email or phone already exists, e.g. adding everyone who fills in your web form.
- then → Send email
- then → Lead Qualifier
- 03
Send email
Sends an email to one person from your connected account (SMTP or Resend), e.g. a thank-you email to someone who filled in your form.
Scores and ranks leads, surfaces the valuable ones.
- 05
If
Splits items into two paths by a condition: one if true, the other if not; e.g. a different message for leads scoring over 70.
- if yes → Notify team
- 06
Notify team
Sends your project team an in-app notification, email, Slack or Telegram message; e.g. when a hot lead comes in.
How to customise it
- Adjust the task text and inputs of the agent nodes to your brand and goal.
- If you want to check things before they go out, add a Request approval node before the step that sends something out.
- Change the per-run budget cap ($0.5) under Settings; with an economy model you can lower the cap too.
- Before activating it, test the workflow with Test run; the run panel shows every step's input and output.
Agents used
Frequently asked questions
Where are the leads saved?
On the Leads page of the app, with their score, status and source. If your sales team uses another tool, add a Sync to CRM / Sheet node to the workflow to push the leads there too.
Does the workflow wait for my approval?
This template has no approval step; once activated, the steps run automatically. You can add a Request approval node in the editor wherever you want to check things first.
How much does a run cost?
The template comes with a budget cap of $0.5 per run; when the cap is reached, the remaining steps don't run. The real cost depends on the model you choose and the number of items; you change the cap under Settings.
Can I use the template before connecting the accounts?
Yes. The workflow is still created; the affected node shows a warning during validation, and the warning disappears once you connect the account.
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