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How to follow up on contact forms faster with automation

By Nick Moore · October 18, 2023
automate-contact-form primary img

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 e-mail via Gmail para novos envios do Google Forms

Enviar e-mail via Gmail para novos envios do Google Forms
  • logotipo Google Forms
  • logotipo Gmail
Google Forms + Gmail

Enviar e-mails do Microsoft Outlook para novas respostas em planilhas do Google Forms

Enviar e-mails do Microsoft Outlook para novas respostas em planilhas do Google Forms
  • logotipo Google Forms
  • Logotipo do Microsoft Outlook
Google Forms + Microsoft Outlook

Receba notificações por e-mail ou envie acompanhamentos para novos respondentes do Typeform

Receba notificações por e-mail ou envie acompanhamentos para novos respondentes do Typeform
  • logotipo Typeform
  • logotipo Gmail
Typeform + Gmail

Send emails from Gmail for new Gravity Forms submissions

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

Saiba mais: 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.

Receba notificações do Slack sobre novas entradas do Typeform

Receba notificações do Slack sobre novas entradas do Typeform
  • logotipo Typeform
  • logotipo Slack
Typeform + Slack

Compartilhe respostas do Google Forms em um canal do Slack

Compartilhe respostas do Google Forms em um canal do Slack
  • logotipo Google Forms
  • logotipo Slack
Google Forms + Slack

Post new Gravity Forms submissions to Slack channels

Post new Gravity Forms submissions to Slack channels
  • logotipo Gravity Forms
  • logotipo Slack
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
  • logotipo Typeform
  • logotipo Slack
  • logotipo Gmail
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
  • logotipo Gravity Forms
  • logotipo HubSpot
Gravity Forms + HubSpot

Create HubSpot contacts from new Google Forms responses

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

Create Salesforce leads from new Google Forms responses

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

Crie leads do Salesforce com novos envios do Gravity Forms

Crie leads do Salesforce com novos envios do Gravity Forms
  • logotipo Gravity Forms
  • logotipo Salesforce
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.

Crie tarefas Asana a partir de novas respostas do Google Forms

Crie tarefas Asana a partir de novas respostas do Google Forms
  • logotipo Google Forms
  • logotipo Asana
Google Forms + Asana

Gerar problemas do Jira Software a partir de novas entradas do Typeform

Gerar problemas do Jira Software a partir de novas entradas do Typeform
  • logotipo Typeform
  • logotipo Jira Software Cloud
Typeform + Jira Software Cloud

Copy Google Forms responses to Productboard

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

Coletar novas respostas do Typeform como linhas no Planilhas Google

Coletar novas respostas do Typeform como linhas no Planilhas Google
  • logotipo Typeform
  • logotipo Google Sheets
Typeform + Google Sheets

Adicionar linhas do Planilhas Google para novas respostas do Formulários Google

Adicionar linhas do Planilhas Google para novas respostas do Formulários Google
  • logotipo Google Forms
  • logotipo Google Sheets
Google Forms + Google Sheets

Crie linhas no Planilhas Google para novos envios do Gravity Forms

Crie linhas no Planilhas Google para novos envios do Gravity Forms
  • logotipo Gravity Forms
  • logotipo Google Sheets
Gravity Forms + Google Sheets

Create Airtable records from new Google Forms responses

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

Leitura relacionada:

  • 5 advanced ways to automate your forms and surveys

  • 5 ideias de automação para fazer mais com o Google Forms

  • 6 maneiras 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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