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Lead Source Report

Sales & LeadsFree

Description

Lead Source Report is a FORMLOVA official workflow that starts from a submitted form response and turns review, classification, notification, record keeping, and follow-up into one repeatable operating flow. Run the prompt in a connected AI chat to review the responses and carry out the supported actions.

3 steps

  1. 1

    Read the new response

    At chat execution, confirm the target responses, dates, and evidence. Ask when required information is missing.

  2. 2

    Decide the next action

    Decide the next action from the response, score, date, or category.

  3. 3

    Apply to operations

    Confirm access, targets, and copy before execution. Keep results separate from schedules and append business tags or notes while preserving existing values.

    Google Sheets

Setup steps

Setup Steps

This workflow includes external service integrations. Follow the steps below to set it up.

  1. 1

    Read the new response

    At chat execution, confirm the target responses, dates, and evidence. Ask when required information is missing.

    Integration: FORMLOVA
  2. 2

    Decide the next action

    Decide the next action from the response, score, date, or category.

    Integration: FORMLOVA
  3. 3

    Apply to operations

    Confirm access, targets, and copy before execution. Keep results separate from schedules and append business tags or notes while preserving existing values.

    Integration: Google Sheets

Prompt Example

Goal: Record lead source so the team can see which channels are working. Fields: Respondent email address, Response body, and Owner. Extract source, campaign, and interest from the response body or UTM data. Rules: Keep unknown sources as "unknown" and separate sales-qualified leads from research-only leads. Actions: Use only response data or operator-supplied UTM evidence. Append email, source, campaign, summary, intent, and next action through Google Sheets MCP. Keep unavailable sources unknown and do not infer visits or conversions from response counts. Execution: Run this reusable prompt in an AI chat connected to FORMLOVA. Pasting it does not start continuous monitoring or recurring execution. Only settings saved and verified through actual tools run automatically. Request missing targets, dates, or evidence instead of inventing them. Records: update_response accepts only new / in_progress / resolved / spam for status. Use status="in_progress" for new open work; do not reopen existing resolved/spam responses, and use resolved only when the work is verified complete. Immediately before changing business tags or notes, read their current values with search_responses. Pass the deduplicated full set of existing plus added tags (at most 20 tags, 50 characters each), or the full existing notes with the addition appended. If current values cannot be read or limits would be exceeded, ask instead of overwriting. Keep schedules and drafts separate from verified sends, writes, and attendance. External connections: Separate Google Sheets MCP connections and write access to the specified destinations are required. If the connected MCP lacks a required operation, stop at a draft or review note. External service terms are separate from the FORMLOVA plan.

For you

steps
3 steps
Required plan
Free
Required integrations
FORMLOVAGoogle Sheets

What this workflow solves

Form responses arrive, but weekly reporting by source, inquiry type, and lead quality still depends on manual checking, causing delayed or missed follow-up.

Best for

  • sales teams
  • buying-intent forms

Expected outcome

When you run the prompt in chat, each reviewed response moves into a clear weekly reporting by source, inquiry type, and lead quality state, so the team can focus on the next required action.

Setup notes

  • Connect FORMLOVA MCP in your AI client and confirm permission to read and update responses for the target form.
  • Execution: Run this reusable prompt in an AI chat connected to FORMLOVA. Pasting it does not start continuous monitoring or recurring execution. Only settings saved and verified through actual tools run automatically. Request missing targets, dates, or evidence instead of inventing them.
  • Separate Google Sheets MCP connections and write access to the specified destinations are required. If the connected MCP lacks a required operation, stop at a draft or review note. External service terms are separate from the FORMLOVA plan.
  • This recipe records data through external MCP calls made by your AI client. It does not configure native FORMLOVA Google Sheets sync or CRM integration.
  • Response review, organization, and ordinary individual replies are available on Free. Check AI client and external service terms separately.
  • Business labels are not response statuses. Read current tags/notes immediately before updating and preserve them when appending; tags allow at most 20 values of 50 characters each. Ask if values cannot be read or limits would be exceeded.
  • Select the date range and run this at each weekly review. Pasting the prompt does not schedule weekly aggregation in external Sheets.

FAQ

Can this work with an existing form?

Yes. Map the existing response fields to the required slots and adjust the notification or record destination.

Read the background

Sales Email Detection: Setup, Labels, and Report ExclusionsEnable FORMLOVA sales email detection, review labels, correct mistakes, exclude sales emails from reports, and use labels in workflows.Form Automation: AI Workflows, Routing, and Sheets SyncPlan form automation across AI workflows, sales handoff, auto-replies, routing, response status, Sheets sync, analytics, and MCP operations.MCP Form Service Guide -- From AI Creation to Form OperationsLearn what an MCP form service is, why FORMLOVA goes beyond AI form generation, and how submissions, emails, analytics, approvals, and workflows fit together.Ad Spend and Form Outcomes in One Chat: An 8-Day Field ReportAn 8-day field report joins live ad KPIs with form responses in chat to calculate acquisition cost, chart outcomes, and rebuild the ad from the same conversation.

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