Automate sending an email to prospects who fill out a form

Video

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Introduction

Automating email sends to a lead who submits a form has plenty of benefits for businesses. First, it lets you send an immediate reply to the lead, which improves the customer experience and strengthens the relationship. It also saves time and streamlines sales processes by automating certain tasks.

Here’s a list of use cases for automating email sends to leads. We use most of these integrations ourselves at Gemeos Webflow agency :

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Form submission confirmation

Sending an automatic email to confirm receipt of the form submitted by the lead is a great way to show that you’re paying attention to their needs.

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Follow-up after event registration

If a lead signs up for an event you’re hosting, sending an automatic email to confirm their registration can help strengthen engagement and encourage attendance.

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Follow-up after an information request

If a lead asks for more information about your products or services, sending an automatic email with the requested details can help speed up the sales process.

Order confirmation

After an order is placed, sending an automatic email to confirm it can help strengthen the relationship with the customer and build trust in your company.

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Sending value-added content

Sending automatic emails with valuable content like guides, tutorials, or tips can help build trust with the lead and keep them coming back.

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In short, automating email sends to leads can help businesses improve the customer experience, save time, and streamline sales processes.

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1. Add a name to your form

It’s not required, but it’ll help you find your way later. By default, Webflow names your form “Email Form”.

2. Submit your form for the first time

In the published version of your site

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3. Go to Zapier and create a new Zap

Create a new Zap by choosing Webflow as the trigger and selecting “Form submission”

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4. Connect your Webflow account

Select your site and your form (this is where you’ll find the form name you entered earlier). 

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5. Test your trigger

You should find all the data entered when you submitted your form earlier.

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6. Time to take action

Select Gmail, then “Send email” under event

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7. Set up your action

Recipient

Select the email field from your Webflow form in “to” to specify who the email should be sent to.

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Sender and subject

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Message

This is where you add your message. Don’t hesitate to use as many variables as possible to personalize your email as much as you can and make it feel more personal.

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8. Publish and you’re done