Contact forms are a convenient and user-friendly way to gather information from potential customers. However, if their responses remain trapped in your form submission tool, valuable information can quickly be lost.
By connecting your forms to other applications, you can turn these entries into growth engines for your business. Use automation to transfer the information from your form tool to the places where you communicate with your clients and plan your work.
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Make Follow-ups Instant
Some of your biggest deals won’t say yes, at least not right away.
To keep these prospects warm, you can use Zaps – what we call our automated workflows – to instantly follow up, easily update your team, or automatically set up a call.
Once you’ve connected your applications on Zapier, you can automate your form response process so that submitters receive a reply as soon as they contact you.
An instant response is good, but it’s rarely enough. Customers appreciate a quick follow-up, but personalized follow-up earns their loyalty. Use automated workflows to connect your form tool to communication tools so that your team can follow up as quickly as possible.
And if you want to send an instant response while also keeping your team informed – perhaps so they can later re-engage with a more personalized response? You can do both with this workflow:
Add Customers to Your CRM Without Manual Data Entry
If data entry in your Customer Relationship Management (CRM) tool is the most boring part of your day, you’re not alone. Nobody likes data entry.
But ensuring that customers are properly tracked in your CRM is crucial for a successful lead generation strategy. If you don’t track every interaction, something will slip through the cracks.
By setting up an automated workflow, you can eliminate manual data entry and directly enter customers into your preferred CRM from your forms.
Put User Feedback Where You Can Use It
Getting feedback is an important part of building a successful business. Forms are one of the best ways to get the kind of feedback that can fuel that growth. Simply send a survey to your customers, and in moments, you can gain valuable insights into what they like and dislike about your product. Instead of relying on your own intuitions, you can incorporate real customer insights into your product decisions.
With an automated workflow, you can route this feedback directly where you need it. Automatically sending user feedback directly to your project or product management tool means you can quickly start working on the next iteration.
By promptly responding to customer feedback through your project management tools, automated workflows can also send this data to tools better suited for long-term studies.
As form submissions pour in, automatically collect this feedback in tools like Google Sheets and Airtable. Without having to manually enter information, you can refer to constantly updated feedback throughout your project.
Transform Your Forms into Growth Engines
Forms may seem simple, but that doesn’t mean the value they bring is minimal.
Zapier can integrate your form tools with a variety of other systems, allowing a single form submission to trigger a chain of automatic reactions. These automated workflows transform the simple contact form into a growth engine. So the next time a prospect or customer clicks the “submit” button, you’ll be ready to impress.
This article was originally published in May 2020 and was last updated in October 2023.
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