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The problem

When you invest in marketing and new leads come in, response time is everything. If you don’t contact them the same day (2-3 days at most), that lead goes cold and the opportunity is lost. But your team can’t keep up with calling everyone instantly.

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The solution

With ContactShip + an automation tool (like N8N or Make), you can have each lead receive a call from an AI agent in less than 30 seconds after submitting a form. The agent:
  • Greets them by name
  • Knows what product or service they’re interested in
  • Qualifies the lead by asking key questions
  • Schedules a meeting when appropriate
  • All information is recorded in the CRM

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How to set it up step by step

1

Create your AI agent

Go to Agents and create an agent with qualification instructions. For example: “You are a sales advisor. Your goal is to understand the lead’s needs, qualify them, and schedule a demo meeting.”
2

Set up your form

Use any provider: Tally, Google Forms, Typeform, or a custom form. Include fields like name, phone, email, company, and service of interest.
3

Connect the form to ContactShip

Use N8N or Make so that when the form is submitted, it automatically triggers a call with your agent. Pass the form data as Additional Data so the AI personalizes the conversation.
4

Configure tags (optional)

Create Call Tags like “Interested”, “Meeting scheduled”, or “Not qualified” so the system notifies you and you can filter results.
5

Review the results

Each call is recorded with audio, transcription, summary, and sentiment. From the CRM you can see the full lead history.

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Result

  • Leads contacted in less than 30 seconds
  • Each conversation personalized with form data
  • Your team only handles already qualified leads
  • All info centralized in the CRM with no manual entry
You can add a 5-15 minute delay so the call feels more natural and not so immediate after filling out the form.

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Features used