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Use TemplateWebsite Lead Capture
Lead Generation
Automatically capture and follow up with leads from your website forms
Complexity
Template difficulty level
Simple
Based on number of steps and logic
Actions
Number of workflow actions
3
Steps in the workflow
Category
Template category
Lead Generation
Type of automation
Template Preview
Visual representation of the workflow template
Template Description
Detailed information about this workflow template
Overview
This template provides a streamlined way to automatically capture and follow up with leads from your website forms. It's designed to be easy to set up and customize to your specific needs.
How It Works
- Trigger: The workflow is triggered when a form is submitted on your website.
- Conditions: The workflow checks if the contact's email is not empty .
- Actions: If the conditions are met, the workflow will execute 3 actions, including sending an email, creating a task and more.
Benefits
- Save time by automating repetitive tasks
- Ensure consistent follow-up with every lead
- Improve conversion rates with timely engagement
- Track and measure the effectiveness of your process
Customization Options
When using this template, you can customize:
- Email templates and content
- Delay times between actions
- Conditions for when the workflow should run
- Assignment rules for tasks
- Tags and field values to update