1.Monitors new form responses
Integrate Duda and form intake tools to detect new submissions and trigger the lead capture process in real time.
Create new CRM lead and send welcome message
Automatically monitor new form responses across Duda and OneLocal LocalContacts and OneLocal LocalMessages. Automatically route when form submissions arrive, consent flags appear, or lead tags get appliedβso you can create contacts, send welcome messages, and add routing tags without manual follow-up.
How this automation creates new CRM leads fast
When new form responses come in, leads can wait while reps manually enter details and send outreach. This automation captures submissions and creates contacts, sends a welcome message, and tags the conversationβso your team can follow up immediately.
Dudaor swap with your favorite app
2.Creates contact in OneLocal
Integrate OneLocal LocalContacts and contact mapping tools to create a contact and set email and SMS opt-ins based on consent.
OneLocal LocalContactsor swap with your favorite app
3.Sends welcome SMS message
Integrate OneLocal LocalMessages and templated messaging tools to send the mapped contact a welcome SMS.
OneLocal LocalMessagesor swap with your favorite app
4.Adds conversation routing tag
Integrate OneLocal LocalMessages and routing queue workflows to attach a lead tag for correct intake triage.
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Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
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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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