At what point in the marketing process does your sales process begin? Trick question! Your sales process should be kicking off once your contact expresses interest. Say by, I don’t know, submitting a form.
This automation sends a 1:1 email and creates a deal for a contact, if they don’t already have one, when the contact submits a form. This is a quick, easy way to have a gentle nudge from your sales team early on in the process and provides your contact an outlet to ask questions and clear up any confusion.
Here’s how Send a 1:1 Email When Form is Submitted works:
1. The contact enters the automation when they submit a form. You can have this be any form or set a specific form in the trigger.
2. The contact arrives at an If/Else action to see if they have a deal record.
3. If they do, they go down the Yes path and arrive at a one hour wait step.
4. After the wait step, they arrive at a send 1:1 email step that will send your contact an email from your personal inbox and then exit the automation.
5. If they don’t have a deal record, they’ll go down the No path and arrive at an add deal action, creating a deal.
6. They’ll then move to a go to action, moving them to the wait step in step 3 and finishing out the automation as usual.
