Form received
A webhook catches the form the moment it is submitted.
Contact created in the CRM
New contact, tagged with the service, placed in the "New lead" pipeline stage.
Instant reply sent
A friendly email and text confirm the request and say what happens next.
Task for the team
A follow-up task with all details, due today.
Reminder after 24 hours
If the lead is still in "New lead" a day later, the owner gets a nudge.
Before and after
By hand
- Check the inbox for form emails
- Copy the details into a spreadsheet or CRM
- Write a reply
- Remember to follow up
Every step depends on someone remembering to do it.
Automated
- Form submitted
- Everything above happens on its own
- The team spends its time on the conversation
A person still makes the call. The automation makes sure nobody is forgotten.
About this demo
The problem
A fictional cleaning company, Lakeside Home Cleaning, gets quote requests through its website. Replies sometimes take a day, and some requests are missed.
What the workflow does
Captures every request, replies right away, gives the team a task, and flags any lead nobody has contacted after 24 hours.
How a real version would be built
A Make.com scenario with a webhook trigger, the GoHighLevel CRM for contacts and messages, and ClickUp (or Monday.com) for team tasks.
What I'd change for a real business
Match the reply wording to the owner's voice, add spam filtering on the form, and route leads to different team members by service or area.
This page simulates the steps in your browser. It does not connect to Make.com, GoHighLevel or ClickUp.