Creating Lead Automation in Webflow with Zapier, Airtable and Integromat

A step-by-step breakdown of a lead automation workflow for Webflow using Zapier, Airtable and Integromat

What you'll learn

Automation is a powerful tool that can help streamline and improve the efficiency of various processes, including the lead workflow. In this tutorial, we will be discussing the automation of the lead workflow using the popular automation tools Integromat and Zapier.

First, let's go over an overview of the automation process of the lead workflow. Essentially, the process involves setting up triggers and actions in Integromat or Zapier to automate certain steps in the lead workflow. For example, when a form is submitted in Webflow, this can trigger an action in Integromat to automatically create a new record in Airtable.

Now, let's discuss the differences between Integromat and Zapier. Both tools are popular automation platforms that allow users to create triggers and actions to automate various processes. However, there are some key differences between the two. Integromat offers a more flexible and customizable approach, allowing for more complex automation scenarios and the ability to connect a wider range of apps and services. Zapier, on the other hand, has a more user-friendly interface and is generally better suited for simpler automation tasks.

Next, let's go over how to trigger a form submission in Integromat when a form has been submitted in Webflow. To do this, you will need to create a new scenario in Integromat and add a trigger for the relevant Webflow form. In the trigger settings, you can specify which form you want to monitor and what action should trigger the scenario (e.g. when a new form submission is received).

Once you have set up the trigger, you can then add an action in Integromat to create a new record in Airtable for each form submission. To do this, you will need to create an Airtable base for the relevant form and connect it to Integromat. In the action settings, you can specify which fields from the Webflow form should be mapped to which fields in Airtable for each record.

Next, let's discuss how to trigger Integromat for a specific Webflow form. In the trigger settings, you can specify which form you want to monitor by entering the form's URL or ID. This will ensure that the scenario only triggers when a submission is received for the specified form.

Now, let's go over how to create the Airtable for the relevant form. To do this, you will need to log in to your Airtable account and create a new base for the form. You will then need to add fields for each of the form's fields and customize the field settings as needed (e.g. data type, default values, etc.).

Once you have created the Airtable base, you can then go back to Integromat and connect the base to your scenario. This will allow you to map the fields from the Webflow form to the corresponding fields in Airtable for each record.

Next, let's discuss how to create a checkbox in Airtable for the second Integromat trigger. To do this, you will need to add a new checkbox field to the Airtable base and specify which record(s) should be checked in order to trigger the second scenario in Integromat. For example, you may want to only trigger the second scenario for records that have been approved by a manager.

Finally, let's go over how to setup Airtable and Postmark in Zapier for the approval process. To do this, you will need to create a new Zap in Zapier and add Airtable and Postmark as the trigger and action apps, respectively. In the Zap settings, you can specify which Airtable base and field should be used to trigger

Resources

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Transcript

Welcome back! In today's video, I am going to show you how my lead automation system works and introduce you to a brand new tool that I use to automate some of my workflows. At the end, I will explain why I use this tool over Zapier.

First, let's take a look at how my lead generation system works. A client comes to a profile page, fills out the inquiry form, and clicks the "send message" button. I then approve the message inside of Airtable by simply clicking the "approve" button. I then send an email to the freelancer with all the information that was submitted in the client inquiry form.

The entire workflow is broken down into two workflows inside of the automation tools I'm using: the first when a client submits the inquiry form, and the second when I approve it. I primarily use Zapier to automate all my workflows, but for the lead submission workflow, I actually use a different automation tool called Integromat. I will explain at the end of the video why I chose to use Integromat over Zapier for this particular automation.

Inside of Integromat, we have a "watch events" for Webflow form submissions. This is the equivalent to form submissions inside of Zapier. Whenever a form is submitted inside of your Webflow project, this automation triggers. In Zapier, you can actually specify which form has to be filled out before it triggers, whereas in Integromat it just triggers whenever a form is submitted.

To apply a filter that only triggers this automation when the form that has been submitted is on one of the freelancer profile pages, we need to give the form a name. To do this, click on the element settings cog and go down to the form name, and type in "freelancer form" or whatever else you want to call it. Now when we apply that filter to Integromat, it will only filter out forms that are submitted that have that particular form name.

Next, we need to send all the information that was submitted to a form to your table. To do this, create a brand new table inside of your Airtable base called "messages." From there, create a column for every single form field inside of the profile inquiry forms. Next, map every single field in the form submissions from step one into your step two, which is to create a record inside of Airtable. When that record is created, you will be able to see that all the information that a client submitted inside of a form is automatically created as a record inside of Airtable.

Once the record is created, we need to wait for it to be approved. To do this, create a checkbox field inside of Airtable called "approved." We will use this field to trigger the second automation inside of Integromat. Once the record is approved, the automation will trigger, and an email will be sent to the freelancer with all the information that was submitted in the form.

I hope this tutorial was helpful in explaining how my lead automation system works and why I chose to use Integromat over Zapier for this particular workflow. Thank you for watching, and don't forget to smash that subscribe button for more no-code tutorials.