Automate Your Lead Management
Managing business leads manually is time-consuming, inefficient, and prone to errors. If you’re copying and pasting emails, manually tracking follow-ups, or struggling to nurture leads effectively, you’re likely losing potential customers.
At William Peers Digital, we help businesses automate their lead management and nurture sequences using Make.com and Airtable, so you can convert more leads with less effort. In this guide, we’ll show you how to set up an automated lead management system that keeps your pipeline moving—without manual work.
The Problem: Lead Management is Messy Without Automation
Many businesses struggle with:
❌ Forgetting to follow up on leads—leading to lost opportunities.
❌ Manually tracking leads across spreadsheets, emails, and CRMs—wasting time.
❌ Inconsistent communication—some leads receive too many emails, others not enough.
These inefficiencies cost you sales and make it harder to scale.
The Solution: Automate Lead Management & Nurturing
Using Make.com and Airtable, you can automatically capture, track, and follow up with leads—without lifting a finger.
✔️ Every new lead is stored in Airtable automatically.
✔️ Emails are sent at the right time, based on lead status.
✔️ Follow-ups happen consistently, improving conversion rates.
Let’s walk through how to set this up.
⚙️ Step-by-Step: Automating Lead Nurturing with Make.com & Airtable
Capture Leads in Airtable
• Set up an Airtable base with fields like:
• Name
• Lead Source
• Status (New, Contacted, Follow-up, Converted)
• Integrate Airtable with your website contact form so every new lead is automatically added.
2. Trigger Automated Emails in Make.com
• In Make.com, create a “Watch Records” module for Airtable.
• When a new lead is added, Make.com triggers an email sequence using Microsoft 365 or Gmail.
• Personalize the email with lead details from Airtable.
Example:
“Hi [Name], thanks for reaching out! Here’s some more info about how we can help your business. Let’s schedule a quick call!”
3. Schedule Follow-Ups Automatically
• If a lead doesn’t respond, Make.com schedules a follow-up email after a set period (e.g., 3 days).
• If the lead responds, their status in Airtable updates to “Contacted”, stopping further emails.
• If they book a call, their status updates to “Converted”, triggering a confirmation email.
Why Automate Your Lead Nurture Sequence?
✅ Saves Time – No more manual follow-ups.
✅ Increases Conversions – Consistent nurturing keeps leads engaged.
✅ Improves Efficiency – Your sales team can focus on warm leads instead of chasing cold ones.
Ready to Automate Your Lead Management?
If you want a fully automated, hands-off lead nurture system, we can build it for you!
William Peers Digital specializes in AI, automation, and workflow optimization to help businesses scale effortlessly.
Get in touch today and let’s automate your growth!