How to Automate Lead Capture & Follow-Up: A Step-by-Step Guide

Here’s a practical, step-by-step guide to automating your lead capture and follow-up process using NOAN’s integrations, tags, and memories. This workflow ensures every new lead is tracked and followed up, so nothing slips through the cracks.

1. Connect Your Demo Booking to NOAN

• Set up a demo booking form on your homepage (e.g., Calendly, Typeform, or similar).
• Create a Zap (Zapier automation):
  • Trigger: When someone books a demo via your homepage or demo link.
  • Action: Search for the contact in NOAN’s Network.
  • If the contact doesn’t exist:  
    • Create a new contact in Network with their name and any info they provide (e.g., company, email, answers to form questions as memos).

2. Organize Leads with Tags

• In NOAN Network, tag new contacts as “lead.”
• Create filtered views using tags:
  • Filter by “lead” to see all new leads.
  • Add more tags like “hot lead” or “enterprise” for advanced segmentation.
• Pro Tip:  
  • You can filter by multiple tags to instantly see which leads are most urgent or valuable.

3. Create a Memory for Daily Lead Follow-Up

• Use NOAN’s Memories feature to automate your workflow:
  • Memory Example:
    “Whenever I say the word ‘leads’, search for all contacts created in the last 24 hours that are tagged as ‘lead’, and create individual follow-up tasks for each with a five-day deadline.”
• How it works:  
  • Each day, just type “leads” to trigger the workflow.
  • NOAN finds all new leads from the past 24 hours and creates follow-up tasks for each in your Task Manager.

4. Manage Follow-Up Tasks in Task Manager

• All follow-up tasks appear in your Task Manager (e.g., in the backlog).
• Review your tasks daily to ensure every lead gets timely attention.
• Adjust task status as you progress (e.g., In Progress, Done).

5. Evolve & Scale

• This workflow is just the beginning—NOAN will soon automate even more of this process.
• For now, running this daily ensures no lead is missed.
• If you work with clients:  
  • Connect any lead forms directly to Network for instant lead capture.
  • Need help? Reach out for setup support.

With this workflow, you’ll always know who your new leads are and have a clear, actionable follow-up plan—no manual tracking required. As NOAN evolves, expect even more automation and intelligence to streamline your sales process.

Ready to automate your lead management? Set up your workflow in NOAN today and never miss a follow-up again.

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