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website-lead-followup

Create Salesforce contacts, draft follow-up emails, and generate pre-send checklists for website leads.

Updated Feb 25, 2026
Search Tags:#crm#salesforce#mortgage#email-draft#website-lead#lead-followup
One-click install
npx skills add https://github.com/AStyer8345/adam-styer-skills --skill website-lead-followup
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: website-lead-followup
Source: https://github.com/AStyer8345/adam-styer-skills/tree/main/website-lead-followup
Command: npx skills add https://github.com/AStyer8345/adam-styer-skills --skill website-lead-followup

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

The website-lead-followup skill automates the intake of new online inquiries by creating a Salesforce contact, drafting a personalized follow-up email, and producing a disciplined pre-send checklist for mortgage leads.

Core Features & Use Cases

  • Create and persist a Salesforce Contact with default field values suitable for web leads (Account: Database, Group: Client, Stage: Lead, Lead Source: Web Lead, Last Touch: MM/DD/YYYY — Website lead, initial phone call completed).
  • Draft a custom follow-up email tailored to the specific conversation, including a loan application link and a tailored document request list.
  • Generate a pre-send checklist summarizing the contact, required documents, and next steps; supports Outlook first, with Gmail fallback.

Quick Start

Submit a new website lead to trigger the end-to-end workflow: create the Salesforce contact, draft the personalized follow-up email, and render the pre-send checklist.

Frequently Asked Questions about website-lead-followup

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate follow-up emails for website leads in Salesforce?▼

The website lead follow-up workflow creates a Salesforce contact with default web lead values, drafts a personalized follow-up email with a loan application link and document requests, and renders a pre-send checklist summarizing next steps.

Can I create a Salesforce contact automatically from inbound mortgage website inquiries?▼

Yes, the workflow creates and persists a Salesforce Contact with default field values suitable for web leads, setting Account to Database, Group to Client, Stage to Lead, and Lead Source to Web Lead for inbound inquiries with no referring agent.

What is the best way to manage mortgage lead intake from a website form?▼

The best approach automates the intake by creating a Salesforce contact, drafting a custom email with a loan application link and tailored document request list, and generating a pre-send checklist to ensure complete follow-up.

Does this lead follow-up workflow support both Outlook and Gmail for sending emails?▼

The pre-send checklist supports Outlook first, with a Gmail fallback, ensuring the drafted follow-up email and document request list can be managed regardless of your preferred email client.

What default fields are set when creating a Salesforce contact for a web lead?▼

Default values include Account: Database, Group: Client, Stage: Lead, Lead Source: Web Lead, and Last Touch: MM/DD/YYYY — Website lead, initial phone call completed.

When should I not use this automated website lead follow-up workflow?▼

You should not use this workflow if the inbound inquiry has a referring agent, as it is specifically designed for styermortgage.com leads without referral, ensuring proper routing and lead source attribution in Salesforce.

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