Lead Capture & Analysis Automation
About this template
Use Notion and ChatGPT to capture leads, analyze data, score your leads, and assist your sales team with the next steps:
capture leads with the Notion forms;
use ChatGPT to analyze leads and prepare the next steps
add all data to your Notion CRM...
All with a single automation.
What do you get access to?
Notion Form skeleton - an example of Notion form for capturing leads:
Basic Notion CRM - add the data from Notion Forms and ChatGPT analysis to your Notion CRM:
Step-by-step automation instructions - instructions that help you build this automation starting with Notion and OpenAI API keys to setting up modules and the workflow to capture form submissions, send requests to ChatGPT for analysis, and add data to Notion CRM:
The automation is designed to help sales teams better understand their leads, prepare for the next steps, and streamline CRM management. You can tweak this automation the way you like (forms, prompts, CRM fields...)
