Functional

Automate the sending of an email to prospects who fill out a form

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Introduction

Automating the sending of an email to a prospect who submits a form has a number of advantages for businesses. First of all, it makes it possible to send an immediate response to the prospect, which improves the customer experience and strengthens the relationship with the prospect. In addition, it also saves time and optimizes sales processes by automating certain tasks.

Here is a list of use cases for automating the sending of emails to prospects:

Confirmation that the form has been sent

Sending an automatic email to confirm receipt of the form submitted by the prospect is a great way to show them that you care about their needs.

Follow-up after registering for an event

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

Follow-up after a request for information

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

Acknowledgement of receipt of order

After order confirmation, sending an automatic email to confirm the order can help strengthen the relationship with the customer and increase their trust in the business.

Sending value-added content

Sending automatic emails with value-added content, such as guides, tutorials, or tips, can help build trust with the prospect and build customer loyalty.

In short, automating the sending of emails to prospects can help businesses improve the customer experience, save time, and optimize sales processes.

1. Add a name to your form

It's not mandatory, but it will help you find your way later. By default Webflow Name your form “Email Form.”

formulaire webflow

2. Submit your form the first time

In the published version of your site

formulaire webflow

3. Go to Zapier and create a new Zap

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

trigger zapier webflow

4. Connect your Webflow account

Select your site and your form (this is where you will find the name of the form filled in earlier).

form name trigger webflow zapier

5. Test your trigger

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

result test trigger webflow zapier

6. It's time to take action

Select Gmail then “Send email” in event

envoie mail prospect webflow

7. Set up your action

Recipient

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

setup action webflow

Sender and object

setup action zapier webflow gmail

Message

This is where you add your message, feel free to use as many variables as possible in order to personalize your email as much as possible and thus make it more personal.

mail automatique webflow zapier

8. Publish and you're done

Photo de l'auteur
Sandro D.
Published on
30/5/2024
Updated on
30/5/2024
Growth Marketer, Webflow expert and a jack of all trades. I take care of commercial operations, ensure the smooth running of projects and take care of issues related to marketing (SEO, Tracking, Copywriting, etc.)
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Automate the sending of an email to prospects who fill out a form
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