JARVIS

Mike: Build automations for Mock Client #1 (HVAC)

todo

Workspace

OTF

Created

2026-03-26

Updated

2026-03-26

Content

## Deliver by end of May (alongside Martha's site build) - [ ] Contact form → webhook → Twenty CRM contact creation - [ ] New lead notification to client (tony.hvac@optimified.com) via email - [ ] Follow-up email sequence: 3 emails triggered after form submission - [ ] Test end-to-end: submit form on Martha's site → data in CRM → notification sent - [ ] Document the automation for the team to see (demo at Saturday review)