video1.0<iframe src="https://www.loom.com/embed/a04474c2d1704a33a35bb6d43d7d0121" frameborder="0" width="1356" height="1017" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>10171356Loomhttps://www.loom.com10171356https://cdn.loom.com/sessions/thumbnails/a04474c2d1704a33a35bb6d43d7d0121-f702037b6986133e.gif48.949This Loom explains a Make.com automation for a wealth projection lead capture workflow. A webhook receives calculator form data, then a scenario generates a personalized Google Docs report from a template and creates a shareable Google Drive link. The automation checks a Google Sheets CRM by email to either update an existing row or create a new lead row. Finally, it emails the customer with a professional message and a button to view the report, and notifies the business owner internally about the lead.