Follow up on every form inquiry automatically

Reply to every new inquiry within seconds, even when you are busy, so fewer leads go cold.

Before you startCopy Anchor Link

• You need an inquiry form and a booking page. Guided setup makes both for you. See Forms and Let clients book a call.

StepsCopy Anchor Link

1. Open Automations › Workflows and select Create.
2. Under What do you want to get done?, pick Get more booked calls.
3. Select Book a call with new project inquiries, read what it does, and select Use this. See Start from a template.
4. Choose Your inquiry form and Your booking page from the lists, then select Create workflow.
5. Select each step on the canvas and check the email wording. Change it to sound like you.
6. Select Test, pick a real record, and check what each step would do. See Test a workflow.
7. Select Publish to turn it on.
8. Fill in your public form with your own email, then open the Runs tab and check that a run started. See Workflow runs.

You're done when your test inquiry shows a run on the Runs tab and the booking link email arrives in your inbox.

What the workflow doesCopy Anchor Link

When someone submits your form, they get your booking link straight away. If they have not booked after 2 days, they get a reminder. If they still have not booked, you get a task to reach out yourself.

Good to knowCopy Anchor Link

• A run marked Waiting is normal. It is waiting for the client to book or for the reminder time.
• Prefer to start from a blank canvas? Choose Start from scratch and pick Form submitted as what starts it. See Create a workflow.
• If a run fails, open it. The Issue column says what went wrong in a short sentence. See Troubleshooting.

RelatedCopy Anchor Link

• Workflow templates by goal
• Workflow builder
• Share a form