Stop Losing Leads: Build Your First Automated Follow-Up System for Free
You've set up a website form to capture leads, but what happens next? If you're stuck in a frustrating loop of manually checking for submissions, copying and pasting data into a spreadsheet, and trying to remember to send a welcome email, you're not alone. This time-consuming, inconsistent process creates delays that cause potential clients to lose interest, making you look unprofessional and costing you sales.
The Bootstrapper's Automation Playbook implements a simple, powerful, and completely free system to solve your lead handling problem. Using the free tiers of Zapier, Google Sheets, and Gmail, this solution automatically captures new lead information from your website form, adds it to a clean row in a Google Sheet, and instantly sends a personalized welcome email from your own Gmail account. It's the perfect zero-cost starting point to ensure every new lead gets a professional, timely response without any manual work from you.
Expected Outcomes
- Instantly respond to every new lead, delivering your promised value without delay.
- Eliminate manual data entry and the risk of human error.
- Create a centralized, organized list of all your leads in a simple spreadsheet.
- Provide a professional and consistent experience for every potential client.
- Validate your business idea or handle low lead volume with a completely zero-cost system.
- Free up hours of your time to focus on closing sales, not managing spreadsheets.
Core Tools in This Stack
Google Sheets
Visit websiteA cloud-based spreadsheet application that enables users to create, edit, and collaborate on spreadsheets in real-time. It's part of the Google Workspace suite and is designed for data analysis, project tracking, and making data-driven decisions.
Key Features
- Real-time collaboration and co-editing
- Integration with other Google Apps
- Extensive template gallery
- Data analysis with charts, pivot tables, and formulas
- Cloud-based access from any device
- Compatibility with Microsoft Excel files
- Version history
- Extensible with add-ons and Google Apps Script
Ideal For
Company Size: Micro, Small, Medium, Large
Industries: Technology & Software, Business & Professional Services, Retail & E-commerce, Creative & Media, Education & Non-Profit, Health & Wellness, Other
Pricing
Model: Free, Subscription
Tier: Freemium
Ease of Use
Easy
Gmail
Visit websiteA secure, smart, and easy-to-use email service by Google that helps you stay organized and connected. It features powerful search, industry-leading spam protection, and seamless integration with other Google apps like Calendar, Meet, and Drive.
Key Features
- Advanced spam, phishing, and malware protection
- Smart Compose and Smart Reply suggestions
- Seamless integration with Google Chat, Meet, and Calendar
- Powerful search capabilities to find messages quickly
- 15 GB of free storage shared across Google Drive and Photos
- Offline access to read, respond to, and search messages
- Nudges to remind you to follow up on important emails
Ideal For
Company Size: Micro, Small, Medium, Large
Industries: Technology & Software, Business & Professional Services, Retail & E-commerce, Creative & Media, Education & Non-Profit, Health & Wellness, Other
Pricing
Model: Free, Subscription
Tier: Free
Ease of Use
Very High
The Workflow
Integration Logic
-
Zapier
This integration automates the lead qualification and handoff process. When a new contact is created in HubSpot (Trigger), Zapier sends the contact's email address to Clearbit for data enrichment (Action). The enriched data (like company size, industry, and job title) is then used to update the contact record back in HubSpot (Action). A filter then checks if the contact meets predefined Ideal Customer Profile (ICP) criteria. If the criteria are met, Zapier automatically adds the contact as a Person to a designated Salesloft Cadence (Action), initiating the sales outreach sequence.
Build Your Free Follow-Up System
End the manual chaos and convert more leads by automatically sending instant, professional follow-ups.