Tips to Streamline Lead Management and Boost Sales Efficiency
I know a lot of people struggle with getting too many leads at once and losing sales because the team can’t follow up fast enough. Here’s a simple way I saw someone solve it for less than $25/m:
- 1.
Trigger n8n whenever someone submits your form (Google Forms, Typeform, Jotform).
- 2.
Send their details to your CRM instantly — name, email, phone, all in one place.
- 3.
Auto-send a personalized email using AI so they get a professional response within seconds.
- 4.
Schedule a follow-up reminder so nobody slips through the cracks.
These small touches make you look professional and can deliver a huge ROI.