Skip to content
MASHITECH

Lead Automation: we automate how enquiries flow from your website into your CRM

Every website enquiry reaches your CRM, alerts the team and triggers follow-up.

Calculate my quoteI want my leads to reach the CRM automatically

Someone fills in the form on your website. The message lands in an inbox that one person checks, who then copies it by hand into Excel or the CRM, if they remember. Meanwhile, the prospect waits and may already have contacted another company.

Lead Automation (automating how leads, the interested people who contact you, are handled) connects your website or form to your CRM (Customer Relationship Management). Every enquiry is recorded automatically, your team gets an alert and the first follow-up step is triggered.

It makes sense when you receive enquiries through your website and passing them on to sales is a manual step. If requests pile up in an inbox or are copied by hand, an automation can centralise the process and reduce repetitive work.

It also helps you measure: with everything entering the CRM along with its source, you can later see how many enquiries arrive each month and how many turn into sales.

  1. Website / form
  2. CRM
  3. Team alert
  4. Follow-up
  5. Sale

  1. We review your form and your CRM

    We look at what data you ask for, where it should be stored and who needs to know about each new enquiry.

  2. We design the flow

    We define what happens when a lead comes in: where it is created, what stage it gets, who is alerted and what the first follow-up is.

  3. We set it up and connect it

    We connect the form to the CRM and prepare the alert and the follow-up step, for example a task for the salesperson or a confirmation email to the contact.

  4. We test before going live

    We send test enquiries to check that every piece of data lands in the right place and that the alerts work.

  • One automated flow: website or form → CRM → alert → follow-up
  • Automatic creation of the lead in the CRM with the form data
  • Team alert when a new enquiry comes in
  • One follow-up step configured as agreed
  • Full testing before going live

  • Setting up the CRM from scratch: available as an additional service (CRM-01)
  • CRM or third-party automation tool licences
  • Multi-email sequences: available as an additional service (CRM-03)
  • Building or redesigning the form or the website: available as an additional service

A clinic receives first-appointment requests through the form on its website.

Before

Messages go to the general inbox. Reception checks them when it can, and some are answered the next day or get lost among other emails.

After

Each request appears in the CRM as a new lead, reception is alerted straight away and the patient receives an email confirming their enquiry has been received.

  • Faster replies to the people who contact you
  • No website enquiry is left outside the CRM
  • The team always knows which leads are new
  • Reliable data on how many enquiries arrive and where from

  • It can reduce the hours spent copying data from email into the CRM or a spreadsheet
  • It can avoid mistakes when entering data by hand
  • It lets the team spend its time talking to customers instead of sorting messages

  • Automated flow live and tested
  • Leads entering the CRM with their data and source
  • Team alert and follow-up step configured
  • Explanation of how the flow works

The price depends on what you combine. Tick this service and whatever you need with it in the calculator and you’ll see your quote straight away, with the launch price applied.

  1. Choose services
  2. Leave your details
  3. See your quote
See my price in the calculator

Do I need to have a CRM already?

Yes, the flow needs a CRM to store the leads. If you don’t have one yet, we can set it up with CRM Setup (CRM-01).

What exactly is the follow-up?

It is the first step after the enquiry: for example, a task assigned to the salesperson or an automatic confirmation email. We define it with you.

Does it work with any form?

With most common website forms, yes. If your website uses an unusual system, we check it first and tell you whether any adjustment is needed.

How is it different from “Automation — simple flow” (AI-04)?

AI-04 is a simple flow that can be applied to different processes. Lead Automation is designed for sales lead capture and includes the follow-up step inside the CRM.

Can I have several forms?

This service covers one flow. If you need to connect more forms or channels, we prepare an additional quote.

Next step

Tell us about your situation and we’ll tell you, with no commitment, whether this service fits or which alternative makes more sense.

Calculate my quoteI want my leads to reach the CRM automatically