Problem It Solves

Many businesses use standalone “Contact” forms but miss out on thank-you confirmations and organized tracking. Without a structured two-page flow, visitors aren’t guided to a confirmation page, and form entries often land in an inbox or spreadsheet, making follow-up chaotic and slow. By deploying a two-step landing page—collect on Page A, show a branded thank-you on Page B—then writing every submission to a Table and firing off follow-up actions, you ensure every inquiry is captured, acknowledged, and routed without any manual effort.

Process Overview

1. A visitor lands on Page A (the “Get In Touch” form) and enters Name, Email, Phone, Company, and Message.

2. Upon submission, Zapier writes those details into a “Get In Touch Leads” Table.

3. The visitor is redirected to Page B (the branded thank-you page).

4. Zapier immediately sends a personalized confirmation email (e.g., “Thanks for reaching out, {{First Name}}!”) or a Slack notification to your team.

5. If the message contains specific keywords (e.g., “Support” or “Partnership”), Zapier triggers a follow-up task in your CRM or project management tool.

6. All entries and follow-up statuses remain visible in the Table so you can monitor progress and ensure no lead falls through.

Key Features & Capabilities

• Two-Page Landing Flow
  Page A: “Get In Touch” form; Page B: Branded thank-you/confirmation—guiding visitors through a seamless experience.

• Branded Form & Thank-You
  Customize both pages with your logo, brand colors, and messaging so the experience feels cohesive.

• Centralized Table Storage
  Every submission writes to a “Get In Touch Leads” Table—no scattered inboxes or spreadsheets.

• Immediate Confirmation Email
  Zapier sends a personalized email to each visitor right after they submit, confirming receipt of their message.

• Conditional Follow-Up Triggers
  Identify keywords or field values (e.g., “Budget,” “Request Demo”) to automatically create a task or record in your CRM (e.g., Salesforce, HubSpot) or PM tool (e.g., Asana, Trello).

• Team Notifications
  Send a Slack alert or email to your support or sales channel whenever a new lead arrives so someone can respond quickly.

• Status Tracking & Reporting
  Use a “Status” column (New, Contacted, In Progress) in the Table to see which leads need follow-up and generate simple reports on volume and response time.

Typical Use Cases

• Professional Services Firm
  Prospective clients visit the “Get In Touch” page to request consultations. After submitting the form, they see a thank-you page with the next steps. Meanwhile, their details land in the Table and trigger an email to the lead partner with all the information.

• SaaS Company
  Website visitors looking for a demo or pricing information fill out the two-step form. Zapier writes their info to the Table, sends them a confirmation email, and creates a “Demo Request” task in HubSpot if they select “Request Demo” in the Message field.

Prerequisites & Client Responsibilities

• Zapier Account with Interfaces
  Ensure your Zapier plan includes Interfaces (for building the two landing pages) and Zapier Tables (for storing submissions).

• Brand Assets
  Provide your logo, brand colors (hex codes), fonts, and any custom copy for both pages (Page A form instructions and Page B thank-you message).

• Destination Setup
  Allow us to create a “Get In Touch Leads” Table with columns for Name, Email, Phone, Company, Message, and Status.

• Email & Notification Channels
  Decide whether to send a confirmation email, Slack alert, or CRM task. Provide the necessary email address(es), Slack channel name/API token, or CRM API credentials.

• Follow-Up Criteria
  Identify any keywords or form values (for example, “Demo,” “Support,” “Partnership”) that should trigger a specific workflow (e.g., create a CRM record or task).

• Team Permissions
  Determine who needs “Viewer” access (to monitor incoming leads) vs “Editor” access (to update Table statuses or modify follow-up logic) in Zapier.

Pricing

• One-Time Setup: $350
  (Design and publish both landing pages in Zapier Interfaces, configure the “Get In Touch Leads” Table, build and test the confirmation email, and conditional follow-up Zaps.)

• Monthly Support: $75/month
  (Maintain page embeds and Table integrations, adjust follow-up rules or email templates as needed, and troubleshoot any issues.)