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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.

Índice

  • Make follow-ups instant

  • Add customers to your CRM

  • Put user feedback where you can use it

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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.

Enviar correo electrónico a través de Gmail para nuevos envíos de Formularios de Google

Enviar correo electrónico a través de Gmail para nuevos envíos de Formularios de Google
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  • Gmail logotipo
Google Forms + Gmail

Enviar correos electrónicos de Microsoft Outlook para obtener nuevas respuestas en hojas de cálculo de Formularios de Google

Enviar correos electrónicos de Microsoft Outlook para obtener nuevas respuestas en hojas de cálculo de Formularios de Google
  • Google Forms logotipo
  • Logotipo de Microsoft Outlook
Google Forms + Microsoft Outlook

Reciba notificaciones por correo electrónico o envíe seguimientos a los nuevos encuestados de Typeform

Reciba notificaciones por correo electrónico o envíe seguimientos a los nuevos encuestados de Typeform
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Typeform + Gmail

Send emails from Gmail for new Gravity Forms submissions

Send emails from Gmail for new Gravity Forms submissions
  • Gravity Forms logotipo
  • Gmail logotipo
Gravity Forms + Gmail

Más información: How to automatically send personalized emails to new leads that fill out a form

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.

Recibe notificaciones de Slack para nuevas entradas de Typeform

Recibe notificaciones de Slack para nuevas entradas de Typeform
  • Typeform logotipo
  • Slack logotipo
Typeform + Slack

Compartir respuestas de Formularios de Google en un canal de Slack

Compartir respuestas de Formularios de Google en un canal de Slack
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  • Slack logotipo
Google Forms + Slack

Post new Gravity Forms submissions to Slack channels

Post new Gravity Forms submissions to Slack channels
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  • Slack logotipo
Gravity Forms + Slack

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

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

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

Create HubSpot contacts from new Gravity Forms submissions
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  • HubSpot logotipo
Gravity Forms + HubSpot

Create HubSpot contacts from new Google Forms responses

Create HubSpot contacts from new Google Forms responses
  • Google Forms logotipo
  • HubSpot logotipo
Google Forms + HubSpot

Create Salesforce leads from new Google Forms responses

Create Salesforce leads from new Google Forms responses
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  • Salesforce logotipo
Google Forms + Salesforce

Cree clientes futuribles de Salesforce con los nuevos envíos del formulario Gravity Forms

Cree clientes futuribles de Salesforce con los nuevos envíos del formulario Gravity Forms
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  • Salesforce logotipo
Gravity Forms + Salesforce

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.

Crear tareas de Asana a partir de nuevas respuestas de Formularios de Google

Crear tareas de Asana a partir de nuevas respuestas de Formularios de Google
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Google Forms + Asana

Generar problemas de Jira Software a partir de nuevas entradas de Typeform

Generar problemas de Jira Software a partir de nuevas entradas de Typeform
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Typeform + Jira Software Cloud

Copy Google Forms responses to Productboard

Copy Google Forms responses to Productboard
  • Google Forms logotipo
  • Productboard logotipo
Google Forms + Productboard

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.

Recopilar nuevas respuestas de Typeform como filas en Hojas de cálculo de Google

Recopilar nuevas respuestas de Typeform como filas en Hojas de cálculo de Google
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  • Google Sheets logotipo
Typeform + Google Sheets

Agregar filas de Hojas de cálculo de Google para nuevas respuestas de Formularios de Google

Agregar filas de Hojas de cálculo de Google para nuevas respuestas de Formularios de Google
  • Google Forms logotipo
  • Google Sheets logotipo
Google Forms + Google Sheets

Crear filas en Hojas de cálculo de Google para nuevos envíos de formularios Gravity Forms

Crear filas en Hojas de cálculo de Google para nuevos envíos de formularios Gravity Forms
  • Gravity Forms logotipo
  • Google Sheets logotipo
Gravity Forms + Google Sheets

Create Airtable records from new Google Forms responses

Create Airtable records from new Google Forms responses
  • Google Forms logotipo
  • Airtable logotipo
Google Forms + Airtable

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.

Lecturas relacionadas:

  • 5 advanced ways to automate your forms and surveys

  • 5 ideas de automatización para hacer más con Formularios de Google

  • 6 formas de automatizar Gravity Forms

  • 7 Tally forms features that improve the form building experience

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

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