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What This Template Does

This Make.com scenario watches for new form submissions and runs your entire lead capture pipeline automatically:

  • Captures form data — integrates with Typeform, Google Forms, Webflow, or any custom form webhook
  • Adds to CRM — creates a new contact in your CRM with all form fields
  • Sends welcome sequence — triggers a personalized email from your email platform
  • Notifies sales — posts a detailed lead alert in Slack or Teams
  • Tags by source — applies CRM tags based on which form or campaign the lead came from
  • Logs everything — creates a spreadsheet row for reporting

What You'll Need

ToolRequired?Notes
Make.com✅ RequiredFree plan works (uses ~500 ops/month per 100 leads)
Form tool (Typeform, Google Forms, etc.)✅ RequiredAny tool with webhook or email notifications
CRM (HubSpot, Pipedrive, etc.)✅ RecommendedAuto-create contacts
Slack or Teams⚠️ OptionalFor lead alerts
Google Sheets⚠️ OptionalFor lead logging/reporting

Setup Time: 20 Minutes

Step 1: Set up Make.com
Sign up for Make.com (free). Create a new scenario and name it "Lead Capture Pipeline."
Step 2: Add your form as the trigger
Add a Webhook module as the trigger. Copy the webhook URL. In your form tool (Typeform, Google Forms → Apps Script, or custom form), add this URL as a webhook destination. Submit a test entry to confirm data flows through.
Step 3: Add CRM module
Add a HubSpot (or your CRM) module after the webhook. Select "Create a Contact" action. Map the form fields to CRM fields:
  • Name → {{name}}
  • Email → {{email}}
  • Company → {{company}}
  • Source → "Website Form" (or dynamic based on form ID)
Step 4: Add Slack notification
Add a Slack module. Select "Create a Message" and choose your sales team channel. Build a message like:
New lead: {{name}} from {{company}} ({{email}})
Signed up for: {{interest}}
View in CRM: [link]
Step 5: Add email sequence trigger
Add an email module (Gmail, SendGrid, or your ESP). Set up a welcome email that includes the lead's name and a link to your most relevant resource. Use "Wait" modules between emails if you want a multi-part sequence. For a simple version, just send one welcome email immediately.
Step 6: Log to Google Sheets (optional)
Add a Google Sheets module. Select "Add a Row" and log: Date, Name, Email, Company, Source, CRM Status. This gives you a simple lead report without logging into your CRM.

Customization Ideas

  • Score leads by source — website form leads get high priority, newsletter signups get medium, webinar registrations get a follow-up sequence
  • Route by geography — notify different Slack channels based on lead's country or time zone
  • Create deals, not just contacts — if your CRM supports it, create a deal with the lead's interest level and expected value
  • Tag by interest — use the form's interest/industry field to apply CRM tags for targeted follow-up

Pro Tips

  • Test with yourself first — submit a test form entry and confirm the entire pipeline runs before going live
  • Add error handling — if any step fails (CRM is down, etc.), Make.com can retry or alert you
  • Review weekly — check the Google Sheet log to see lead volume by source. Kill underperforming channels
  • Warm leads fast — the Slack notification should go to whoever can respond within 5 minutes. Speed to lead matters

Expected Results

  • 3-5 hours saved per week — no more manual data entry or copy-pasting between systems
  • Leads contacted in minutes — not hours or days. The welcome email fires within 60 seconds of form submission
  • Zero leads lost — every form submission creates a CRM record. No more "that lead fell through the cracks"
  • Clean reporting — the Google Sheet log gives you lead source analytics without expensive tools

Import This Blueprint

Download the Make.com blueprint for one-click import:

📥 Download Lead Capture Blueprint


  1. Sign up for Make.com (free)
  2. Click Create a new scenario → Import Blueprint
  3. Paste the JSON from the downloaded file
  4. Connect Google Sheets, Gmail, and Slack when prompted
  5. Set up a webhook URL in your form tool
  6. Save and toggle to ON

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