1.Captures new contact form entry
Integrate Typeform, form mapping tools, and contact fields to capture submitter email and submission time.
Send staged follow-up emails to contact form leads
Automatically monitor contact form submissions across Typeform and email tools. Create and update follow-ups when a booking is not found or reminders are dueβso you can send staged emails, stop follow-ups for booked leads, and update meeting status without manual reporting.
How this automation sends staged follow-ups at the right time
When contact form leads arrive, manual follow-ups can be late and booked prospects may get emailed again. This automation captures submissions, checks your meetings table, and sends staged reminder emailsβso your team can nurture at intent and avoid duplicate outreach.
Typeformor swap with your favorite app
2.Finds matching meetings record
Integrate Zapier Tables and database lookup tools to search your meetings table by email and recent date threshold.
Zapier Tablesor swap with your favorite app
3.Continues only when unbooked
Integrate Zapier and routing rules to proceed only when no qualifying meeting record exists.
Filter by Zapieror swap with your favorite app
4.Sends first follow-up email
Integrate Gmail and email templates to send the first staged reminder with a calendaring link and clear call to action.
Gmailor swap with your favorite app
5.Waits before the next reminder
Integrate Delay by Zapier and scheduling tools to pause the sequence for the configured interval before messaging.
Delay by Zapieror swap with your favorite app
6.Sends second follow-up email
Integrate Gmail and email templates to send the second friendly reminder using the mapped contact fields.
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Step 1
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Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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