Make Scenario: Lead Intake Automation for Small Businesses (2026)

This is a concrete Make scenario you can copy: when someone fills out a lead form, they become a tagged contact in your email tool, a row in your lead tracker, and (if they are high priority) a task on your plate. No more “I meant to follow up but forgot.”

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It connects your form tool, email platform, and CRM or sheet using Make. It fits neatly into the roadmap and stack you already built in your automation stack guide.

What this scenario does

• Trigger: A new form submission (contact form, lead magnet opt-in, or consultation request).
• Action 1: Add or update the contact in your email tool with a tag for this source.
• Action 2: Add a row to your “Leads” spreadsheet or CRM with key details.
• Action 3: If they meet a simple condition (like budget or service type), create a task to follow up.

Step 1: Prepare your tools

• Pick one form to automate first.
• Create a simple Google Sheet or CRM pipeline called “Leads.” Include columns for date, name, email, source, notes, and status.
• Decide on a tag name in your email tool (for example, “Lead, Website Form”).

Step 2: Create the scenario in Make

1. In Make, create a new scenario.
2. Add your form app as the first module (for example, “Watch responses”). Connect it and select the form.
3. Run “Run once” and submit a test form so Make can see sample data.

Step 3: Add the email contact module

1. Add your email tool as the next module (for example, “Create/Update Contact”).
2. Map the form email to the contact email field.
3. Map name fields where you can.
4. Set the tag field to your chosen tag name.

Step 4: Add the lead tracker module

1. Add “Google Sheets, Add a Row” or your CRM module.
2. Connect it to your “Leads” sheet or pipeline.
3. Map: date = now, name = form name, email = form email, source = hardcoded (“Website Form”), notes = the main message, status = “New.”

Step 5: Add the follow-up task module (optional but recommended)

1. Add a filter after the Sheet/CRM step: for example, only continue if “budget” is above a certain amount or “service type” matches your main offer.
2. Add your task app module (Todoist, ClickUp, Asana, etc.).
3. Create a task with the contact name, quick summary, and a link to the lead record.

Step 6: Turn it on and test

• Run the scenario once and submit 1, 2 test forms with different answers.
• Check that contacts are created and tagged in your email tool.
• Check that the leads appear in your sheet or CRM.
• Check that a task is created when the filter condition is met.

Once this is running, your job shifts from “remember to follow up” to “check the leads board and task list.” That is the whole point of automation: keeping your brain on decisions, not on remembering steps.