Overview

An automated lead tracking and follow-up reminder system built for a small business owner — ensuring no inbound inquiry goes unactioned for more than 24 hours, without any manual effort.

The Brief

Build an automated lead tracking system that captures every inbound inquiry, logs it to a central CRM, and sends a daily reminder for any lead that hasn't been followed up within 24 hours.

The Challenge

The client was losing potential business not because of a lack of inquiries, but because of a lack of follow-through. Leads were coming in through a contact form but getting buried — no centralised tracking, no status visibility, and no system to flag what needed attention.

The core problems were:

• No way to see the status of each lead at a glance
• No timestamp on when inquiries arrived, making prioritisation impossible
• No reminder system — leads that weren't actioned immediately were often forgotten
• Everything relied on the owner's memory, which doesn't scale

The Workflow

The solution was built across two Make.com scenarios working together:

Scenario 1 — Inquiry Capture (existing, extended)

The existing contact form webhook scenario was updated to automatically log two new data points on every submission: a Status field (defaulting to "New Lead") and a Date Submitted timestamp. This turned a basic spreadsheet log into a functional CRM with no extra effort from the business owner.

Scenario 2 — Daily Lead Reminder (new, scheduled)

A second scenario runs automatically every morning at 9am on a scheduled trigger. It searches the Google Sheet for any row where Status = "New Lead" AND Date Submitted is earlier than 24 hours ago. For each match, it sends a personalised reminder email to the business owner containing the lead's full details — name, email, service interest, message, and a direct reply link.