The Automation Flow
- Lead fills your form or ad
- Automation triggers within seconds
- WhatsApp reply sent automatically
- Lead added to CRM with tags
- Your team notified instantly
- Follow-up sequence begins
⚡ This entire flow runs automatically — zero manual action required after setup.
Before & After This Automation.
Without This Automation
Time lost: hours every week
With Instant Lead Capture
Outcome: Every new lead answered instantly
Is This Worth It For You?
See how fast this pays for itself.
Leads currently lost/month
20 leads
Revenue recovered/month
$3,000
Template pays for itself in
1 days
At your numbers, this automation pays for itself in 1 days — then saves you $3,000/month every month after.
Assumptions: 40% of leads lost each month; 30% of those recovered.
Illustrative estimate based on the assumptions shown. Your results will vary, and nothing here is a guarantee.
About This Template
The Instant Lead Capture automation is the single most impactful workflow for any business that gets leads online. The moment someone fills any form on your website or ad, this automation fires instantly — sending them a personalised WhatsApp message, logging them in your CRM with the right tags, and notifying your team via email or Slack. Every new lead gets an automatic first reply as soon as they submit.
Why You Need This
Common Questions.
Marketing is for clients with a Velocity-built site. A template we set up, customize and deploy for you counts. See marketing plans →
Plan content in Notion → auto-post to Instagram, Facebook, and LinkedIn.
New lead → 5-email sequence over 7 days → CRM updated at each step → Slack alert on reply.
Scrape fresh leads on a schedule, send AI-personalised Gmail outreach, and log it all to Sheets.
Ready to get started with Instant Lead Capture?
$99
one-time · full ownership · setup completed within 72 hours