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MakeCase study

Seminar Lead Capture & Fulfillment System

Workflow that captures Google Forms seminar registrations, validates required contact data, logs leads to a master Google Sheet, and creates a high‑priority Trello fulfillment card with a red label, while emailing the team if either the Sheets or Trello step fails.

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Seminar Lead Capture & Fulfillment System workflow

Context

Seminar teams were manually logging sign‑ups, creating follow‑up tasks, and prioritizing them, which slowed down post‑event fulfillment and risked missing registrations during busy periods.

Approach

Built a single Make.com scenario that watches Google Forms registrations, validates required contact fields, writes the lead to a master tracking sheet, creates a Trello fulfillment card, moves it to the top of the board, and applies a red high‑priority label, with separate email error handlers for Google Sheets and Trello steps.

Architecture

  1. Google Forms trigger
  2. Validate required contact data
  3. Log Lead to Master Google Sheet
  4. Create Fulfillment Card in Trello
  5. Move Card to TOP (High Priority)
  6. Apply Red Label (High Priority)
  7. Error Handler - Google Sheets
  8. Email if logging fails
  1. Error Handler - Trello
  2. Email if card creation/update fails

Results

~2 hrs/weekLead logging time saved
Instant, down from end-of-day batchFulfillment card creation
0%Missed registrations