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Anonymized project · Automation & reporting systems

Lead notification automation system.

A project breakdown for reducing the delay between a website form submission and the moment a sales or advisory team receives the lead.

This project is anonymized. Client identity, market details and sensitive numbers have been removed, but the workflow and delivery scope reflect real work.

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Sanitized lead notification automation flow from form submission to webhook and sales alert
Sanitized visual. It shows the project structure without exposing client data.

Business context

What was happening.

A lead generation setup was losing momentum after the form submission. Leads were captured, but the sales team did not always receive them quickly enough or with the right context. The work focused on connecting tracking, triggers and notification channels into one handoff flow.

What needed fixing.

The project was treated as an operating system, not as one isolated ad account or design task.

  • A reliable way to detect successful form submissions.
  • A trigger logic that sent only useful lead events into the workflow.
  • A notification route for sales or advisory follow-up.
  • A cleaner view of where leads came from and what action they took.

Scope of work.

Scope

Custom event tracking through GTM and GA4.

Scope

Trigger setup for successful form submissions.

Scope

Webhook workflow for sending lead context.

Scope

Notification formatting for sales follow-up.

Scope

Testing and fallback checks to avoid duplicate or empty alerts.

Lead handoff workflow.

  1. 01Form submit
  2. 02Event trigger
  3. 03Webhook
  4. 04Lead context
  5. 05Notification
  6. 06Sales action
  7. 07Review

Public-safe outcomes.

Exact figures and sensitive performance data are removed. The outcomes below describe operational change.

  • Manual checking was reduced because lead alerts reached the right channel faster.
  • Sales follow-up had more context at the moment of contact.
  • The marketing team had a clearer handoff between website activity and human response.

What this means for a similar business.

Useful for any lead generation business where response speed matters and form submissions should not sit unnoticed in a dashboard or email inbox.

Related services

Automation Reporting and dashboards Website and landing pages

Related work

RelatedB2B event lead generation system

Want to build a system like this around your business?

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What does Thic Digital help with?
We help with ads, creative, short video concepts, landing pages, reporting, tracking and automation. Some projects start with one bottleneck. Others need full stack marketing support.
Yes. The best fit is an owner-led business that needs practical marketing execution without a large agency process.
Yes. We can review the current website, campaign setup, tracking and reporting before deciding what should be fixed first.
Yes. We can support ad copy, image creative, short video concepts and landing page improvements when they are tied to a campaign goal.
Yes. Support can include campaign review, reporting updates, tracking checks, automation fixes and next-step planning.

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