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Lead Generation Form

Helps skyrocket lead generation and conversion rates through customizable, easy-to-use forms.

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Workflow Steps

Step 1 - Form Submission

A visitor submits a lead generation form on the website. Hidden fields can capture data like the lead source.

Step 2 - Lead Enrichment & Scoring

The lead's email is automatically enriched with company data (size, industry). A lead score is calculated based on their information and actions.

Step 3 - Create & Assign Lead in CRM

A new lead record is automatically created in the CRM (e.g., Salesforce) and assigned to a sales representative based on rules (e.g., geographic territory, lead score).

Step 4 - Automated Initial Follow-up

An automated, personalized email is sent to the lead, and a task is immediately created for the assigned sales rep to make a follow-up call within a specific SLA (e.g., 15 minutes).

The Purpose of Lead Generation Form

This workflow automates the critical actions that happen immediately after a potential customer fills out a form on your website (e.g., "Contact Us" or "Request a Demo"). Instead of just sending an email notification, it can automatically create and score the lead in your CRM, assign it to the correct sales rep, and enroll the lead in a welcome email sequence. This ensures that every new lead is actioned instantly and consistently, maximizing the chance of conversion.

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