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How to follow up on contact forms faster with automation

By Nick Moore · October 18, 2023
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Contact forms provide an accessible, user-friendly way to get info from potential clients and customers. They're useful, but if their responses remain stuck in your form submission tool, powerful information can quickly go to waste.

If you connect forms to your other apps, you can turn these entries into business growth drivers. Use automation to get the information from your form tool into the places where you connect with customers and plan your work.

You can use Zapier's pre-built get in touch template to collect contact details and follow up to increase speed-to-lead time.

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Make follow-ups instant

Some of your biggest sales won't say yes—at least not at first.

To keep those leads warm, you can use Zaps—what we call our automated workflows—to instantly follow up, easily update your team, or automatically set up a call.

Once you connect your apps on Zapier, you can automate your form response process, so submitters get a response to their forms as soon as they contact you.

Send email via Gmail for new Google Forms submissions

  • Google Forms logo
  • Gmail logo
Google Forms + Gmail
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    When someone fills out your form or takes your survey, follow up with them via email is a huge part of that process. If someone takes the time to give you information, you'll want to take the same time to thank them or ask more questions. Automate this process with the help of Zapier, and have that first follow up email go out all on it's own.

    Send Microsoft Outlook emails for new responses in Google Forms spreadsheets

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    • Microsoft Outlook logo
    Google Forms + Microsoft Outlook
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      When you have new responses from your online form, you'll want to receive an email notification. This integration makes it easy by automatically sending a Microsoft Outlook email when there is a new response in a spreadsheet from Google Forms. You'll always know when you have new responses to your form.

      Get email notifications or send follow-ups to new Typeform respondents

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      • Gmail logo
      Typeform + Gmail
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        After someone fills out a form on your site, you often want to receive an email notification or send a follow-up email to the individual who completed the form. This Zapier automation handles both gracefully, sending an email (customizable)—either to you or the form respondent—when a new form entry is submitted.

        Send emails from Gmail for new Gravity Forms submissions

        • Gravity Forms logo
        • Gmail logo
        Gravity Forms + Gmail
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          You don't have to sacrifice a little personal dedication to your customers just because you're busy—Zapier can lend a hand with this Gravity Forms-Gmail integration. For every new submission you receive on Gravity Forms, Zapier will automatically send a new message from Gmail. Whether you're thanking respondents or forwarding their information, your email can be customized with any form information you choose!

          An instant response is good, but it's rarely enough. Customers appreciate a fast follow-up, but a personalized one earns their loyalty. Use automated workflows to connect your form submission tool to communication tools so your team can follow up as soon as possible.

          Get Slack notifications for new Typeform entries

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          • Slack logo
          Typeform + Slack
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            The best way to keep your team in the loop is to bring updates where they spend most time. Once active, this integration will automatically post messages to Slack whenever you get a new response on Typeform. Just choose what information you want to post from the response during setup, and we'll take care of the rest!

            Share Google Forms responses in a Slack channel

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            • Slack logo
            Google Forms + Slack
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              Knowing when you have new responses to your forms is key to staying on top of incoming information. Why not have that come right into your team chat app? Zapier can help you with that, and you'll always know when you have a new response to see.

              Post new Gravity Forms submissions to Slack channels

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              • Slack logo
              Gravity Forms + Slack
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                You don't have to leave important discussions on Slack just to check on new form responses. With this Gravity Forms-Slack integration working for you, Zapier will let the whole team know when there's something to see. It will trigger with each new Gravity Form submission you receive, automatically posting a new message to a channel on Slack with all the answers you want to share.

                What if you want to send an instant response, but also keep your team in the loop—maybe so they can reach out again for a more personalized response at a later date? You can do both with this workflow:

                Notify your team in Slack and send an email from Gmail for each new Typeform entry

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                • Slack logo
                • Gmail logo
                Typeform + Slack + Gmail
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                  Instantly take action on submissions coming through Typeform by making sure the information gets to the places you need it. Whenever someone fills out the form, this Zap will automatically notify your team in Slack and send an email to the person who filled out the form.

                  Add customers to your CRM without data entry

                  If entering data into your customer relationship management tool (CRM) is the most annoying part of your day, you're not alone. No one likes entering data.

                  But making sure customers are properly tracked in your CRM is essential to a successful lead nurture strategy. If you're not tracking every interaction, something will slip through the cracks.

                  By setting up an automated workflow, you can eliminate that manual data entry and enter customers directly in your CRM of choice from your forms.

                  Create HubSpot contacts from new Gravity Forms submissions

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                  • HubSpot logo
                  Gravity Forms + HubSpot
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                    Create a form to collect contact data and use this automation to automatically add them to your contacts. Once activated, every time a new form is submitted in Gravity Forms, Zapier will add or update a contact in HubSpot. Updating your contact list is easy when you use this integration.

                    Create HubSpot contacts from new Google Forms responses

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                    • HubSpot logo
                    Google Forms + HubSpot
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                      There's really no better way to obtain contacts than a form on your website, but then you have to do something with all of that important data. That's where this integration comes in, automatically creating those contacts for you in your CRM.

                      Create Salesforce leads from new Google Forms responses

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                      • Salesforce logo
                      Google Forms + Salesforce
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                        Capture your leads effortlessly and speed up your response time with this integration. Once it's active, this Zap automatically captures a Salesforce lead from each new Google Forms response, helping you to close those leads faster!

                        Create Salesforce leads with new Gravity Forms submissions

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                        • Salesforce logo
                        Gravity Forms + Salesforce
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                          If you use Gravity Forms as a lead generation tool, this integration is for you. Easily take those leads filling out your Gravity Forms forms and turn them automatically into Salesforce leads.

                          Put user feedback where you can use it

                          Getting feedback is an important part of building a successful business. Forms are one of the best ways to get the kind of feedback that can fuel this growth. Simply send a survey to your customers, and in moments, you can get back essential information on what they like and don't like about your product. Rather than rely on your own hunches, you can build real customer insight into your product decisions.

                          With an automated workflow, you can pipe that feedback right to where you need it. Automatically sending user feedback straight to your project or product management tool means you can quickly start working on the next iteration.

                          Create Asana tasks from new Google Forms responses

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                          • Asana logo
                          Google Forms + Asana
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                            Why create tasks manually in Asana? Let this Zapier handle that for you with this integration! When you receive incoming data to your Google Forms account, this Zap will automatically generate tasks to follow up with.

                            Generate Jira Software issues from new Typeform entries

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                            • Jira Software Cloud logo
                            Typeform + Jira Software Cloud
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                              Stay immediately responsive to new issues in Jira Software. This integration automatically captures key details submitted in each new Typeform entry to generate Jira Software issues for you, automatically!

                              Copy Google Forms responses to Productboard

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                              • Productboard logo
                              Google Forms + Productboard
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                                Copy Google form responses to productboard with this integration. When active, it turns new survey responses into productboard notes. You'll be able to add survey replies to other customer conversations to get better insights into what users need.

                                As you react quickly to customer feedback through your project management tools, automated workflows can also send that data to tools better suited to long-term study.

                                As form submissions flow in, automatically collect that feedback in tools like Google Sheets and Airtable. Without having to enter information, you can refer to continually-updated feedback throughout the length of your project.

                                Collect new Typeform responses as rows on Google Sheets

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                                • Google Sheets logo
                                Typeform + Google Sheets
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                                  Forms are great at capturing user information, but exporting their results takes time. Zapier can help you analyze those entries in a spreadsheet automatically with this integration. Once you set it up, it will catch every new entry you receive on a Typeform, saving the results to a new row on Google Sheets so you don't have to do it yourself.

                                  Add Google Sheets rows for new Google Forms responses

                                  • Google Forms logo
                                  • Google Sheets logo
                                  Google Forms + Google Sheets
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                                    Store responses from your forms directly in a spreadsheet! Use Zapier to automatically send those form responses right in a spreadsheet, and never worry about missing any submissions again.

                                    Create rows in Google Sheets for new Gravity Forms submissions

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                                    • Google Sheets logo
                                    Gravity Forms + Google Sheets
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                                      Need to save your Gravity Forms submissions to a Google Sheets spreadsheet so you can easily share results with teammates and other collaborators outside of Gravity Forms? This Gravity Forms-Google Sheets integration makes it easy to do just that, automatically.

                                      Create Airtable records from new Google Forms responses

                                      • Google Forms logo
                                      • Airtable logo
                                      Google Forms + Airtable
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                                        Forms are a great way to gather a multitude of different pieces of data, why not store that in a place where you can work with it deeper? Connect your Google Forms responses to Airtable databases with the help of Zapier, and automatically store that valuable information in a place that works best for you.

                                        Make forms an engine for growth

                                        Forms may be simple, but that doesn't mean the value they provide is small.

                                        Zapier can integrate your forms tools into a variety of other systems, enabling one form entry to cause a chain of automatic reactions. These automated workflows turn the humble contact form into an engine for growth. So the next time a prospect or customer clicks that submit button, you'll be ready to impress.

                                        This article was originally published in May 2020 and was most recently updated in Octotber 2023.

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