Recipe No. 48 · Lead management
Website lead to CRM with AI reply draft
Capture website form leads into your CRM and have AI draft a personalized first reply for you to review.
- Plan needed
- Zapier: Free covers 2-step Zaps (100 tasks/mo, checks every 15 min); multi-step Zaps need Professional (from $19.99/mo billed annually, $29.99 monthly, per zapier.com/pricing). Check your plan.
- Est. SMS cost
- Via Twilio: ~$0.0083 per US text segment plus carrier fees, and $1.15/mo per local number (Oct 2026). Other SMS apps price differently, so check your plan.
- TriggerTrigger
- Step 2Action
- Step 3Action
- Step 4Action
- Step 5Optional
- Step 6Test with a dummy submission, check the CRM…
Ingredients
- Form tool (Typeform, Jotform, Webflow or WordPress forms)
- CRM (HubSpot free tier works)
- Zapier with ChatGPT/OpenAI integration
- Gmail or Outlook
Editor-reviewedLast checked 2026-10-16v1.0.0 · Free
Steps reviewed against current tool UIs by the editor; not yet run end-to-end in a live account. Time saved is an estimate; results vary. Costs from Axis Consulting and Twilio pricing; check current pricing.
SMS rules: only text people who gave you their number for this purpose, identify your business, and include “Reply STOP to opt out”. US business texting needs A2P 10DLC registration.
Method
- Trigger: 'New Entry' / 'New Submission' in your form tool.
- Action: HubSpot 'Create or Update Contact', mapping name, email, company and message fields.
- Action: ChatGPT 'Conversation' (or OpenAI). Prompt: 'Write a short, warm reply to this inquiry from {name}: {message}. Suggest a 15-minute call. Do not promise prices or timelines.'
- Action: Gmail 'Create Draft' (not 'Send') addressed to the lead, with the AI text as body. You stay in control of what gets sent.
- Optional: Slack 'Send Channel Message' to notify the team of the new lead.
- Test with a dummy submission, check the CRM record and draft, then publish.