1.Detect new form submission
Integrate Squarespace Forms and mapping tools to capture new inquiry submissions and route data to your lead process.
Squarespace Formsor swap with your favorite appAdd website inquiries to lead tracker and notify team
Automatically monitor new form submissions across Squarespace Forms. Send an autoresponder, log each inquiry, and notify your team when new inquiry submitted, inquiry notes captured, or prospect email providedβso you can email prospects, update your lead worksheet, and follow up without manual tracking.
How this automation speeds up lead follow-up
When website inquiries arrive but do not get logged or acted on, leads stall and opportunities slip. This automation captures form submissions, sends an email, logs details, and notifies your teamβso your team can follow up fast.
2.Sends email from studio
Integrate Gmail and email template tools to send a discovery call invitation to the submitted prospect.
Gmailor swap with your favorite app
3.Creates lead worksheet row
Integrate Google Sheets and spreadsheet mapping tools to add a row and store contact and inquiry fields.
Google Sheetsor swap with your favorite app
4.Posts team channel summary
Integrate Slack and team collaboration tools to send a channel message with inquiry details and the worksheet link.
Slackor swap with your favorite app
5.Waits before coordinator DM
Integrate Delay by Zapier and workflow timing tools to pause for two days before prompting the next follow-up action.
Delay by Zapieror swap with your favorite app
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Explore all lead generation automations
Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
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
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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