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