AI Receptionist

How to Automatically Call Leads When They Fill Out a Form

2:22 · October 7, 2026

Someone fills out your form and gets a phone call seconds later. This is the speed to lead setup to use if you're starting from scratch. Build a simple form that asks for a name and phone number, or use the form already on your website. In Agents, then Automations, pick the form as the trigger, add your booking link, and turn on a text for leads who miss the call. Add a condition so only qualified leads get called, based on what your form asks. Then edit the AI voice agent's instructions and qualification questions, and set calling hours. The setup in the video runs 24/7; with set hours, a lead who comes in after hours gets called when you next open. In the test, the form is filled out and the AI calls the lead right away, and when the test lead asks for a human, the agent offers to book a call with the team. Leads can come from your CRM instead: Carly connects to HubSpot, Salesforce, Pipedrive, GoHighLevel and Attio, and any other CRM or form builder can send leads in through a webhook. If you'd rather not build it yourself, email or chat with Carly and she'll set up the automation for you.

Step by step

1. 01

   Build a simple lead form

   Ask for a name and a phone number. If you already have a form on your website, use that one.

2. 02

   Pick the form as the trigger

   In Carly, go to Agents, then Automations, and choose the form as the trigger. New leads in HubSpot, Salesforce, Pipedrive, GoHighLevel or Attio work as a trigger too, and any other CRM or form builder can send leads in through a webhook.

3. 03

   Add your booking link

   Give the automation your booking link so leads can get onto your calendar.

4. 04

   Text leads who miss the call

   Turn on the text for missed calls, so anyone who doesn't pick up gets your booking link.

5. 05

   Only call qualified leads

   Add a condition on what your form asks, so only leads who meet your criteria get a call.

6. 06

   Edit the voice agent's instructions and questions

   Write the qualification questions you want asked, like "What got you interested in reaching out?", "Tell me a little about your business and what you're hoping to do.", "How many people are on your team?" and "When are you looking to get started?"

7. 07

   Set calling hours

   Choose when the agent calls. The setup in the video runs 24/7. With set hours, a lead who comes in after hours gets called when you next open.

8. 08

   Test it with a form submission

   Fill out the form yourself and the AI calls within seconds. Ask for a human, and the agent offers to book a call with your team.