Add form signups to CRM and send welcome email

Your form signups often arrive without CRM records or quick contact, leaving prospects untracked. They are added to CRM and sent a welcome email plus a 48-hour follow-up so reps can act same day.

Workflow preview:

Zap details:

Overview

When website signups never make it into CRM or receive delayed outreach, conversion stalls and manual work grows. This flow captures each submission as a CRM lead, sends an immediate welcome, and triggers a 48-hour follow-up so reps can engage same day and avoid missed opportunities.