Hooray, someone just filled out your form! This means you have a hot, new lead. You need to respond ASAP while they’re interested and engaged. If you wait too long to respond—or *gasp* forget to follow-up entirely—there’s a decent chance you’ll lose a customer.

But, following up with leads in a timely manner gets harder as your business scales. You want more leads—and more customers—but your team might not be able to keep up.

That’s where automation comes in! With an automated workflow, you can promptly respond to new leads and ensure no one slips through the cracks.

It takes five steps: 

1. Create a new Zap in your Zapier account.
2. Select the platform you use for forms (Like “Typeform”) as your trigger app and choose the event that corresponds with someone filling out your form (look for something like “new submission” or “new entry”).
3. Select your email platform (like “Gmail”) and choose Send Email as the action event. 
4. Finish filling out the email details, including the email subject line and body copy. You can pull information from the form, like the person’s name and other details to further personalize the email. (If you’d like to add more actions, this is where you’d click the plus sign (+) and repeat steps 3-4 as needed.) 
5. Test your Zap, and if all looks good, turn it on and watch as you automatically respond to new leads!