Reach out via Email to new form submissions that meet a certain criteria Workflow Solution

Workflow overview

Why this workflow matters

Helpful for business development and pipeline building. Relevant for managed services and support workflows.

Use case When collecting new leads via a form, you need to follow up on new submissions. Often, this required a lot of manual work that includes reviewing each submission, checking if they meet your criteria and then outreaching. With this workflow you can do all of that fully automatically and save a lot of your valuable time. What this workflow does This workflow runs every time you're receiving a new submission from an AlekSystem form. It then filters out typical personal emails (such as Gmail, Hotmail, Yahoo etc.) before enriching the submission via Clearbit. It then checks, if the company of the submitter is a B2B company and has more than 499 employees. If it does, it sends an email via Gmail to the user. Setup Add the Clearbit and Gmail credentials Click on Test Workflow Enter your own email (which needs to be a business email to work) in the Form Check your email Once you're happy don't forget to activate this workflow How to adjust this template Replace the form trigger with your form provider of choice (e.g. Typeform, SurveyMonkey, Google Forms etc.) Adjust the criteria to your needs via the If node Adjust the email you're sending in the Gmail node

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