1.Detect new form entry
Integrate Cognito Forms, form capture tools, and lead routing logic to watch for new booking inquiries and trigger reply matching.
Send or draft follow-up emails for inbound inquiries
Automatically monitor new booking inquiry entries across Cognito Forms and Gmail. Draft or send replies and update the original inquiry so you can create drafts, send labeled emails, and record follow-up status without manual copy-paste—when inbound inquiry arrives, draft mode is selected, or send mode is selected, so you can respond fast, keep threads consistent, and reduce follow-up gaps without manual copy-paste.
How this automation drafts and sends follow-up emails for leads
When new booking inquiries arrive in your form, delays can stall responses. This automation finds the right email thread and creates drafts or sends replies and updates the original entry—so your team follows up quickly.
Cognito Formsor swap with your favorite app
2.Search for existing thread
Integrate Gmail and email threading tools to search messages and return a matching thread reference when it exists.
Gmailor swap with your favorite app
3.Create draft reply
Integrate Gmail and email templating tools to create a draft reply when the entry indicates Draft, mapping fields to content.
4.Send reply and apply label
Integrate Gmail and email labeling tools to send replies when the entry indicates Send, then apply a sales label.
5.Update entry with status
Integrate Cognito Forms and workflow tracking tools to update the entry with chosen follow-up action and processed status.
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Move leads through the funnel with automated nurture sequences, behavior tagging, and CRM updates
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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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