top of page

How to Automatically Email Form Leads with an AI Sales Agent Using Typeform, Google Sheets, and Constant Closer

TL;DR: Learn how to create a fully automated lead nurturing system that captures form submissions from Typeform, stores them in Google Sheets, and automatically engages each lead with personalized emails from an AI sales agent that can handle conversations and drive conversions.


One of the biggest challenges in lead generation is what happens after someone fills out your form. Most businesses let these hot leads go cold while they manually sort through submissions and craft individual responses. But what if you could automatically send personalized emails from an AI agent that can handle entire conversations and drive leads toward conversion?


In this guide, I'll show you exactly how to set up this automated system using Typeform, Google Sheets, and Constant Closer.


The Problem: Form Leads Going Cold

When someone fills out your form, they're showing interest in your product or service at that exact moment. But by the time you manually reach out (if you even do), that interest has likely cooled. You need immediate, personalized follow-up that feels human but operates at scale.


The Solution: Automated AI Agent Follow-up

Here's what we're going to build:

  1. Lead Capture: Typeform collects lead information

  2. Data Storage: Google Sheets stores and organizes the data

  3. AI Engagement: Constant Closer automatically emails each lead with personalized messages

  4. Conversation Management: Your AI agent handles replies and drives toward conversion

  5. Automated Follow-up: Multiple touchpoints ensure no lead falls through the cracks


Step 1: Setting Up Your Typeform

First, create a new form in Typeform. For this demonstration, we'll keep it simple with just an email field, but you can add as many questions as needed for your use case.

The key is to make your form focused and conversion-optimized. Every additional field reduces completion rates, so only ask for information you absolutely need.


Step 2: Connecting Typeform to Google Sheets

In Typeform, navigate to the integrations section and connect Google Sheets. Create a new sheet called "Typeform Example" or whatever naming convention works for your business.

Once connected, activate the integration. Now every form submission will automatically populate your Google Sheet in real-time.


Step 3: Setting Up Your AI Sales Agent Campaign

In Constant Closer, create a new campaign. The beauty of this system is that you can define your conversion goal upfront. Whether you want to:

  • Drive traffic to your website

  • Schedule meetings

  • Generate sales calls

  • Promote a specific offer

Your AI agent will be programmed with this goal in mind.

For this example, we'll focus on driving leads to schedule a meeting. The system will automatically generate campaign details based on your landing page and conversion objectives.


Step 4: Configuring Your AI Agent

Assign your campaign to an AI agent (in our case, "Jenny Nomura"). This agent will:

  • Send the initial outreach email

  • Handle all follow-up emails

  • Respond to replies in real-time

  • Drive conversations toward your conversion goal

The system automatically creates both initial emails and follow-up sequences. These are A/B tested and optimized for engagement, but you can customize them to match your brand voice.


Step 5: Setting Up the Follow-up Sequence

Here's where the magic happens. Your AI agent will automatically send follow-up emails at strategic intervals:

  • Day 3: First follow-up if no response

  • Day 5: Second follow-up

  • Day 7: Third follow-up

  • Day 10: Fourth follow-up

  • Day 14: Final follow-up

Most people won't respond to the first email, but consistent, respectful follow-up dramatically increases response rates. Your AI agent never forgets and never gets tired.


Step 6: Connecting Google Sheets to Constant Closer

This is crucial: Give your AI agent access to your Google Sheet. In Google Sheets, share the document with your Constant Closer account email.

Then in Constant Closer, connect your Google Sheet as the data source. This creates a direct pipeline from form submission to automated outreach.


Step 7: Testing the System

Once everything is connected:

  1. Submit a test entry through your Typeform

  2. Verify it appears in your Google Sheet

  3. Confirm your AI agent sends the initial email

  4. Test the response handling by replying to the AI agent


The Results: Scalable, Personalized Outreach

With this system in place, you can handle hundreds or thousands of form submissions without any manual intervention. Here's what makes it powerful:

Immediate Response: Leads get contacted within minutes of form submission while interest is still high.

Consistent Follow-up: No lead falls through the cracks thanks to automated sequences.

Intelligent Conversations: When leads reply, your AI agent can handle questions, objections, and scheduling without human intervention.

Scalable Growth: The system works whether you get 10 leads or 10,000 leads per month.


Pro Tips for Success

Response Time Customization: You can adjust how quickly your AI agent responds. For demonstrations, set it to immediate. For realistic scenarios, 20-30 minutes feels natural.

Stay in the Loop: Configure your AI agent to CC you on conversations so you can monitor performance and jump in when needed.

Personalization: The more context you provide in your Typeform, the more personalized your AI agent's outreach can be.

Conversion Tracking: Monitor which messages and sequences drive the highest conversion rates and optimize accordingly.


Beyond Basic Lead Capture

This system isn't just for simple email capture. You can use it for:

  • Webinar registrations with automated reminder sequences

  • Product demos with intelligent scheduling

  • Content downloads with strategic upselling

  • Event registrations with engagement campaigns


The Bottom Line

Most businesses treat form submissions as static data points. But these are real people who showed interest in your business. By implementing this automated system, you're ensuring every lead gets immediate, personalized attention that drives toward conversion.

The combination of Typeform's user-friendly forms, Google Sheets' data management, and Constant Closer's AI-powered outreach creates a powerful growth engine that works 24/7.

Your leads deserve immediate attention. Your business deserves scalable growth. This system delivers both.

 
 
bottom of page