Automation playbook · Instant Lead Follow-Up

Never let a hot lead go cold again.

Leads cool off while they wait. When follow-up depends on someone checking an inbox, response times stretch from minutes to days, and buyers move on to whoever answered first.

Get this built for youWatch it run

Trigger: New lead
Automated steps: 6
Typical run time: ~4s
Replaces: ~25 min by hand

The workflow

How it works, step by step.

Triggered by: new lead. Every step runs automatically, with logging, error handling and alerts built in.

Ready · Instant Lead Follow-Up

Lead captured
A visitor submits your website form or books a call.
Website
Lead enriched
Company size, industry and website pulled in automatically.
Enrichment API
AI qualification
Scored against your ideal customer profile, with a short summary.
AI model
CRM updated
Contact and deal created with full context and source tracking.
CRM
Right person alerted
Owner notified in Slack with a one-click reply.
Slack
Personal follow-up sent
A tailored email goes out immediately, with a booking link.
Email

Automated

—

Done by hand

~25 min

Faster

—

Outcomes

What you get back.

Every lead gets a response in under a minute, day or night
No more leads lost in a shared inbox
Sales conversations start with full context
Clean, complete CRM data without manual entry

What's included in the build

Form, booking and ad lead capture
Data enrichment and deduplication
AI lead scoring and summaries
CRM contact, deal and task creation
Slack or email alerts with routing rules
Personalized follow-up emails and sequences

Works with

HubSpot
Pipedrive
Salesforce
Slack
Gmail
Outlook
OpenAI
Claude

Built with

The services behind it.

Workflow AutomationAutomate the repetitive work that eats your team's week.AI Agents & AssistantsPractical AI agents that qualify leads, answer questions and process documents.

FAQ

Good questions.

The things teams usually ask about this workflow.

Will follow-ups feel automated?

No. Messages are written in your voice, personalized with what the lead told you, and can be sent from a real team member's inbox. You can also require approval before anything is sent.

Which CRMs does this work with?

Any CRM with an API, including HubSpot, Pipedrive, Salesforce, Zoho, Close and Airtable-based pipelines.

More playbooks

Free strategy call · 30 minutes

Want this running in your business?

In 30 focused minutes, we'll map your biggest opportunities and outline the fastest path to results. No pitch deck, no pressure.

You'll walk away with

Where you're losing time and leads today
The quick wins worth doing first
A recommended approach, timeline and budget range
Honest advice, even if we're not the right fit

Prefer email? hello@deltacreationco.com or send us a brief.