Automating Lead Management with Lindy: A Step-by-Step Guide
Iām exploring how to use Lindy to help me manage inbound leads from marketplaces like GigSalad, Thumbtack, Angi (Angieās List), Bark, and others. Right now, I receive an email notification from the platform (e.g., āYou have a new leadā), which can trigger a Lindy agent. But the actual lead details arenāt in the email ā I have to log into the platform, go to my dashboard, and manually read the lead. What Iām trying to do is this: 1. Trigger Lindy when I get the lead notification email 2. Log in automatically to the marketplace (e.g., GigSalad) 3. Navigate to the new lead 4. Scrape/extract the leadās details: event type, date, location, budget, notes 5. Evaluate the lead using my pricing matrix and preferences 6. Draft a personalized reply inside the marketplace or ready for copy/paste Is this full workflow possible entirely within Lindy, using the browser plugin or native automation tools? Or ā would I need to use something like Bardeen, Browse AI, or a webhook to get that structured data into Lindy first?