Lead Generation Workflow for a Marketing Agency
Replaced a manual CSV export process with an automated pipeline that centralises leads from two sources, removes duplicates before they enter the database, and notifies the team the moment a lead arrives.
What needed solving
The agency was collecting leads from two places — LinkedIn Lead Gen Forms and their website contact form — and both required manual CSV exports into Google Sheets.
The process was slow, created duplicate records, and meant leads sometimes sat uncontacted for days.
They needed everything in one place, arriving instantly, without anyone exporting anything.
How the system works
Watch both sources
Make.com monitors LinkedIn Lead Gen Forms and the website contact form simultaneously. Any new submission triggers the workflow immediately.
Check for duplicates first
Before writing anything, the workflow checks whether the email already exists in the sheet. Duplicates are flagged and skipped, keeping the database clean by default rather than by cleanup.
Log centrally with source tracking
New leads are written to a structured Google Sheet with the source recorded, so the team can see whether a lead came from LinkedIn or the website and when it arrived.
Notify the team
A notification fires as soon as a new lead is logged, so follow-up happens in minutes rather than days.
Tools used
What the system delivers
Manual exports stopped entirely. The team no longer touches CSVs.
The lead database stays clean, with duplicates caught before they enter rather than cleaned out afterwards.
Follow-up time dropped from days to minutes because notifications arrive the moment a lead does.
Have a process like this?
Tell me what your team keeps doing by hand and I’ll tell you what it would take to automate.