Hey Make Community,
I’m building an automated lead generation system and need advice on the best way to structure things — especially around using AI.
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Here’s what I’ve built so far:
• Frontend: Website made in Framer
• Short form: Sends to Google Sheet #1
• Make triggers:
• Email via SendGrid
• SMS via Twilio
• Message includes link to a full Tally form
• Tally form:
• Qualifies leads (filters out anyone under $20K/mo or less than 6 months in biz)
• Sends to Google Sheet #2
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My goal:
Auto-qualify leads
Enrich their info
Notify me only if it’s high quality
Eventually add AI responses or basic follow-up
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AI side of the project:
I’m testing both:
• Replit-based GPT agents for research (e.g., checking business site/LinkedIn, scoring lead quality)
• Make’s new AI Agents (beta) which I just discovered
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What I need help with:
1. Structure — Should this be one Make scenario or split into parts?
2. AI logic — Should I stick to Replit for AI enrichment, or try Make’s AI Agents?
3. Best practices for:
• Lead filtering logic
• Auto-sending alerts
• Avoiding issues with Twilio/SendGrid deliverability
4. Anything I’m missing to make this system scalable and reliable?
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Thanks in advance — open to share more or post screenshots if helpful.