BeeGenticResources
Recipes

Website form lead → Google Sheet + Slack + welcome email

Every form submission is saved, announced to sales, and welcomed by email.

Level: Beginner · Time: about 15 minutes · Category: Sales, e-commerce & CRM

Watch the workflow being built in BeeGentic (no sound).

What it does

When someone submits your website's contact form, BeeGentic adds the lead to a Google Sheet, alerts #sales in Slack, and emails the person a welcome.

How it flows

You'll need

  • A form that can send a webhook (Typeform, Webflow, WordPress form plugins, or your own site)
  • Google Sheets, Slack, Gmail

Build it step by step

Add the Webhook trigger

New workflow, delete Start. Triggers → Webhook Trigger.

  • Copy the Webhook URL into your form tool
  • Turn on Require Authentication with a token
  • A form sending {"name":"Ada","email":"ada@example.com"} gives <webhook.name> and <webhook.email>

Add the Webhook trigger

Save to Google Sheets

  • Operation: Append Data
  • Spreadsheet / Sheet (Tab): Leads
  • Values: [["<webhook.name>", "<webhook.email>", "<webhook.message>"]]

Save to Google Sheets

Alert Slack

  • Send Message to #sales
  • Message: New lead: <webhook.name> (<webhook.email>)

Welcome email

Gmail → Send Email.

  • To: <webhook.email>
  • Subject: Thanks for contacting us, <webhook.name>
  • Body: your welcome text

Welcome email

The finished workflow

Finished workflow

Test it and switch it on

Deploy and submit your form, or run in a terminal:

curl -X POST "<your webhook URL>" -H "Content-Type: application/json" \
  -d '{"name":"Test","email":"you@example.com","message":"Hi"}'

Make it yours

  • Score leads: an Agent rates the lead 1–5 and a Condition only alerts Slack for 4–5.
  • CRM: add HubSpot Create Contact.

Something not working? See Troubleshooting or get help.

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