New Inbound Lead --> Follow-up To Schedule Call

Go to "Automation" > "Sales" > "3.02 - New Inbound Lead --> Follow-up To Schedule Call"

This workflow streamlines the process of managing new leads, ensuring that no potential client slips through the cracks. By automating the follow-up to schedule a call, users can efficiently prioritize their time and focus on building relationships, ultimately increasing conversion rates.

There are 4 "Workflow Triggers" we can use for this workflow once the form is submitted.

To add a trigger, click " + "Add New Trigger" and type "Form" or search the workflow "Form Submitted". In this case, the trigger is set to activate when a form is submitted.

Lead Magnet Form Submitted
Website Contact Us Form Submitted
TikTok Form Submitted
Facebook Lead Form Submitted

1. Lead Magnet Form Submitted

If the trigger is "Basic Form" submitted.

2. Website Contact Us Form Submitted

If the trigger is "Basic Form" submitted from the website.

3. TikTok Form Submitted

If the trigger is "TikTok Form Submitted".

Example

You want to create a workflow that sends a thank-you email to users after they submit a feedback form on TikTok.

Workflow Trigger Name: "TikTok Feedback Thank You"
Filters:
- In Form: "Basic Form" (Only submissions from this form will trigger the workflow)

Workflow Steps:

Trigger: TikTok Form Submitted (as configured above)
Action: Send Email - Thank the user for their feedback.

Action: Update Contact - Tag the contact as "Feedback Provided" to keep track of users who have submitted feedback.

4. Facebook Form Submitted

If the trigger is "Facebook Lead Form Submitted".

Example

Let’s say you are running a Facebook campaign to promote a new product, and you want to automatically send a welcome email to every person who submits the lead form.

Choose a Workflow Trigger:

Trigger: Facebook Lead Form Submitted

Workflow Trigger Name:

Name: New Product Lead Form Submission

Filters (Optional):

Filter Type: In Form

Form Name: [Select the specific Facebook Lead Form associated with the new product campaign]

Create or Update Opportunity

Click the "+" icon and select the action or type Create or Update Opportunity. This action creates or updates an Opportunity within the Pipeline that you select. The In Pipeline and Pipeline Stage is changed to Leads Pipeline and New Lead in this action.

Condition - Which Workflow Trigger Occurred

Click the "+" icon and select the action or type If/Else. The "If/Else Condition" action in your automation workflow allows you to fork the contact's journey based on specific conditions.

1. Lead Magnet Optin

If the condition is "Lead Magnet Form Submitted".

Create or Update Opportunity

Click the "+" icon and select the action or type Create or Update. The In Pipeline and Pipeline Stage will be changed to "Lead Pipeline" and "New Lead".

Email Confirmation

Click the "+" icon and select the action or type Email. The "Email" action will be activated.

Internal Notification

Click the "+" icon and select the action or type Internal Notification. This will send a notification to all users that will appear on the notification icon and redirect user to Contact page.

Internal Email Notification

Click the "+" icon and select the action or type Internal Notification. This will send an email notification to all users about lead contact details.

Wait

To add this action, click the "+" icon and select or type Wait. This holds a Contact for 1 hour before proceeding to the next action.

Send Email

To add this action, click the "+" icon and select or type Email. This action will send a Lead Magnet Email 2 to gather contact details and provide options to schedule an appointment.

Wait

To add this action, click the "+" icon and select or type Wait. This holds a Contact for 3 hours before proceeding to the next action.

Send Email Follow Up

To add this action, click the "+" icon and select or type Email. This action will send a Lead Magnet Email 2 to gather contact details and provide options to schedule an appointment.

Wait

To add this action, click the "+" icon and select or type Wait. This holds a Contact for 2 hours before proceeding to the next action.

Send SMS

To add this action, click the "+" icon and select or type SMS. This action will send a follow up SMS to the contact and follow up free consultation.

Wait

To add this action, click the "+" icon and select or type Wait. This holds a Contact for 1 day before proceeding to the next action.

Send Email Follow Up

To add this action, click the "+" icon and select or type Email. This action will send an email follow up and provide options to schedule an appointment.

Wait

To add this action, click the "+" icon and select or type Wait. This holds a Contact for 2 days before proceeding to the next action.

Send Email Final Reminder

To add this action, click the "+" icon and select or type Email. This action will send an email follow up and provide options to schedule an appointment.

2. Website Contact Us Form

If the condition is "Website Contact Us Form Submitted".

Send Email

To add this action, click the "+" icon and select or type Email. This action will send an email confirmation and provide options to schedule an appointment.

Internal Notification

Click the "+" icon and select the action or type Internal Notification. This will send a notification to all users that will appear on the notification icon and redirect user to Contact page.

Internal SMS Notification

Click the "+" icon and select the action or type Internal Notification. This will send a notification to a custom number with lead's contact details.

Go To

To use a Go-To step, simply add a Go-To event and then draw a line to where you want the contacts to jump. This Go-To event allows you to jump to "Wait - 3 Hours" workflow.

3. Facebook Or TikTok Lead Form

If the condition is "Facebook Lead Form Submitted" or "TikTok Form Submitted".

FB/TikTok Lead Form Email

To add this action, click the "+" icon and select or type Email. This action will send an email confirmation and provide options to schedule an appointment.

FB/TikTok Lead Form SMS

To add this action, click the "+" icon and select or type SMS. This action will send a follow up SMS to the contact.

Internal Notification

Click the "+" icon and select the action or type Internal Notification. This will send a notification to all users that will appear on the notification icon and redirect user to Contact page.

Internal SMS Notification

Click the "+" icon and select the action or type Internal Notification. This will send a notification to a custom number with lead's contact details.

Wait

To add this action, click the "+" icon and select or type Wait. This holds a Contact for 1 hour before proceeding to the next action.

FB/TikTok SMS Follow Up

To add this action, click the "+" icon and select or type SMS. This action will send a follow up SMS.

Go To

To use a Go-To step, simply add a Go-To event and then draw a line to where you want the contacts to jump. This Go-To event allows you to jump to "Wait - 3 Hours" workflow.