Hooray, someone just filled out your form! This means you have a hot, new lead. You need to respond ASAP while they’re interested and engaged. If you wait too long to respond—or *gasp* forget to follow-up entirely—there’s a decent chance you’ll lose a customer.
But, following up with leads in a timely manner isn’t as easy as it sounds. It’s time-consuming and tedious. Often, there are a bazillion other tasks on your to-do list that feel more important or need more brainpower and focus time. Sending an email—while quick—is easy to put off.
Fortunately, automation is here to help you promptly respond to new leads and ensure no one slips through the cracks.
Creating or revamping your forms? Discover 5 tips for creating effective lead generation forms.
Easily build automatic workflows that send emails to new leads
With Zapier, you can automate recurring tasks—giving you back valuable time to focus on higher priority items. The workflows you build in Zapier—we call them Zaps—can automate many common tasks, such as sending personalized emails to new leads that fill out your forms.
Every Zap follows the same structure: When this happens, do that.
A Zap always consists of two parts:
- The trigger: an event that starts a Zap, like when a new lead fills out a form on your website.
- The action: an event a Zap performs after it’s triggered, like sending an email to that new lead. A single Zap can perform one or more actions.
To help you get started, we collected a few popular Zaps that send emails to new leads who fill out your form. Just click on the Use this Zap button below to get started. Send Microsoft Outlook emails for new Typeform entriesUse this ZapSend email via Gmail for new Google Forms submissionsUse this ZapSend emails from Gmail for new Gravity Forms submissionsUse this ZapSend emails for new Squarespace form submissionsUse this ZapSend emails via Gmail for new Wufoo entriesUse this ZapSend emails when there are new Unbounce form submissionsUse this ZapSee more Gmail integrations powered by
You can also create your own Zap that automatically sends a customized email to leads. This is approach is best if you’d like your Zap to do perform more than one action, like emailing your leads but also posting a notification in Slack or adding their information to a CRM or other database.
You’ll need a Zapier account to use the workflows in this piece. If you don’t have an account yet, it’s free to get started.
Need help with more complex automation? Zapier Experts are certified consultants, freelancers, and agencies that can help you do more with automation. Visit our Experts directory to help you find the right Expert to work with.
It takes five steps:
- Create a new Zap in your Zapier account.
- Select the platform you use for forms as your trigger app and choose the event that corresponds with someone filling out your form (look for something like “new submission” or “new entry”).
- Select your email platform and choose Send Email as the action event.
- At this point, you will finish filling out the email details, including the email subject line and body copy. You can pull information from the form, like the person’s name and other details to further personalize the email. (If you’d like to add more actions, this is where you’d click the plus sign (+) and repeat steps 3-4 as needed.)
- Test your Zap, and if all looks good, turn it on and watch as you automatically respond to new leads!