My Lead Automation Workflow

1. Go to your Zapier account

2. Click on Create Zap

3. Search for the Webflow App and select it

4. Select the Form Submission Trigger Event

5. Click on Continue

6. Connect your Webflow Account

7. Select your site

8. Select your form that collects enquiries

9. Click on Test trigger

10. Click on Continue

11. Select Airtable as your first Action step and choose your event

12. Click on Create Record

13. Click on Continue

14. Connect your Airtable account

15. Click on Continue

16. Select your Airtable base and table where your messages will be stored

17. Map each field in Airtable to information from the previous Webflow step

18. Add dynamic value by clicking into the Airtable field and selecting the corresponding data from previous steps

19. Repeat for each step

20. One mapping is complete, click on continue

21. Click on Test & Continue

22. Click on Turn on Zap

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Code Snippet

<input data-name="test-email" id="test-email" maxlength="256" name="test-email" required="required" type="hidden" value="[[ADD DYNAMIC FIELD HERE]]">

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In this video, I break down my lead automation workflow that I use on Unicorn Factory. I also explain how I saved a few hundred bucks each month moving some of my workflows from Zapier to Integromat.

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Timestamps:

00:00 Intro

01:23 How it works

01:44 Overview of the Workflow

02:11 Lead Submission Workflow

05:59 Lead Approval Workflow

08:31 Why I use Integromat over Zapier for the first lead submission workflow

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