Problem It Solves

Many businesses collect inquiries through a basic web form but then have to manually transfer those details into their database or email system. This manual process is slow, prone to errors, and often means leads sit cold for hours or days. By embedding a form that writes directly to a Table and fires follow-up messages, you ensure every new inquiry is captured immediately, organized consistently, and gets a timely response.

Process Overview

1. Embed the Zapier form on your website or landing page to collect Name, Email, and any custom questions.

2. Each new submission lands in a “Leads” Table for centralized storage.

3. Zapier automatically sends a personalized follow-up email or text message based on form answers.

4. If certain conditions are met (e.g., interested in “Product A”), Zapier creates a task for your sales rep to reach out within 24 hours.

5. All follow-up actions and lead statuses are logged in the Table so you can track progress at a glance.

Key Features & Capabilities

• Embedded, Customizable Form
  Publish a Zapier form with fields of your choosing (Name, Email, Phone, Custom Questions).

• Instant Table Storage
  Every submission writes to a “Leads” Table—no separate database or spreadsheet needed.

• Automated Follow-Up
  Send a personalized email or SMS immediately after form submission, using tokens like “Hi {{First Name}}.”

• Conditional Task Creation
  If a lead indicates interest in a particular product or service, Zapier creates a task for a sales rep to follow up.

• Status Tracking
  Mark each lead as “New,” “Contacted,” or “Qualified” directly in the Table—so nothing slips through.

Typical Use Cases

• Online Course Landing Page
  Visitors express interest via a form. The system writes their info to a Table and sends a “Welcome” email instantly. If they select “Advanced Package,” Zapier creates a task for the sales team to schedule a call.

• Local Service Provider
  Home service requests (e.g., plumbing quotes) come through the embedded form. Zapier stores each request, immediately texts a confirmation, and alerts a technician if the job is “Emergency.”

Prerequisites & Client Responsibilities

• Website Access
  Ensure you can paste an iframe or HTML snippet to embed the Zapier form on your site.

• Zapier Tables Setup
  Allow us to create a “Leads” Table with columns for First Name, Last Name, Email, Phone, and any custom questions you need.

• Email/SMS Account
  Provide your business email (Gmail, Outlook) or an SMS provider (e.g., Twilio) so Zapier can send follow-up messages.

• Follow-Up Criteria
  Decide which form answers should trigger a sales task (for example, selecting “Interested in Demo” or “Need Pricing”).

• Team Permissions
  Identify who needs “Viewer” access (to monitor incoming leads) vs “Editor” access (to update statuses or adjust form fields) in Zapier.

Pricing

• One-Time Setup: $350
  (Embed the form, configure the “Leads” Table, build and test the follow-up Zaps.)

• Monthly Support: $75/month
  (Maintain form integration, adjust follow-up templates or Table schema, and troubleshoot any issues.)