Templates

Lead Capture Optimizer

Automates lead capture email processing for data collection and forms businesses.

Data Collection & Forms

What This Agent Does

Automates lead capture email processing for data collection and forms businesses.

Chat to Execute

Talk to your agent anytime. Ask it to find emails, test responses, or take actions on demand.

Turn On to Automate

Activate your agent and it monitors your inbox. When matching emails arrive, it acts automatically.

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How It Works

WATCHES FOR

subject contains: lead inquiry, new form submission, demo request, pricing information OR from: noreply@formbuilder.com, contact@, @crmplatform.com

THEN DOES

Search knowledge base for lead intake processes and existing customer data. For demo requests, forward to sales@company.com with client details and preferred scheduling times. For pricing inquiries, reply with current pricing tiers and forward to sales-support@company.com. For new form submissions, label as 'New Lead' and forward to lead-management@company.com. Mark as read and archive after 48 hours if no follow-up action needed.

What This Agent Can Do
Sort and organize emails
Send replies or drafts
Forward to team members
Extract data from emails
Search your inbox
Connect to other tools via webhooks
This template will be installed to your Gmail account.