Lead Reply Flow
A new lead gets a personal reply within minutes with a link to book a time. The lead is saved in one list, posted in your sales channel in Teams for someone to claim, and if nobody has replied by the time you promise, the owner is told.
SalesNo creditsAbout 2 hours the first time; no experience needed to set upNew
What’s in the template
- How it works
- What it costs
- Before you start
- Power Automate basics (read this first)
- Step 1: Create the contact form
- Step 2: Create the Leads list
- Step 3: Write your reply
- Step 4: Build the flow
- Step 5: Test it
- Troubleshooting
- Good to know
What you need
Microsoft 365 Business Basic, Standard or Premium. No Copilot seat, no premium license and no Copilot credits.
What it does
Saves time on: Answering new leads late and copying them between inboxes and lists. Best for: Businesses that get enquiries from a website form or a contact email and want every one answered within minutes.
New guide. We're still testing this one in our own Microsoft 365, and Microsoft's menus change often. If a step doesn't match what you see, tell us at support@sierrix.com.
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