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Lead Form Workflows
Lead Form Workflows
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Written by VipeCloud Developer
Updated over 4 months ago

Use VipeCloud Forms to capture leads and route them to your teams and send them different automatic emails based on the fields your lead submissions choose.

Transcript

0:01

hello vipers in today's what's the flow

0:04

I'm going to show you how you can use a

0:06

sign up form to collect information

0:09

collect leads for you and do cool things

0:14

based on the different responses that

0:16

people are going to give in that silent

0:18

form itself

0:19

so in this signup form here

0:21

it's going to have a field that's asking

0:23

about what the annual revenue is for the

0:26

person who's filling this out and based

0:29

on their answer for how much revenue

0:32

they produce

0:33

we're going to Route these leads

0:34

differently to both different sales

0:37

teams and also it's going to give them

0:39

different

0:40

email autoresponders

0:43

right out of the gate as well so

0:46

in this example here let me just show

0:48

you what the sign up form looks like a

0:50

very basic one but under annual revenue

0:53

here we have under a million one to five

0:56

million and over 5 million

0:59

so let's go over here to autoresponders

1:04

and in this case I made two separate

1:06

autoresponders

1:08

they each send an email template except

1:12

they give different email templates

1:13

based on

1:15

uh on how much revenue they produce

1:18

and then here it's under conditions

1:20

where we're able to set that this

1:23

autoresponder is only going to fire if

1:26

their annual revenue response is not

1:29

under 1 million therefore it's over a

1:33

million

1:35

and then for this one annual revenue is

1:38

under 1 million

1:41

and then also here under sign up owner

1:45

here you can set again like if if the

1:48

this particular condition is met

1:51

then there's going to be a particular

1:52

owner for this this could either be an

1:54

individual user in your account or in

1:58

this case we've got a round robin here

2:00

for the team of senior sales Executives

2:04

so we're able to set this here choosing

2:07

round robin and then you can choose your

2:10

various teams here

2:13

and then again here we've got

2:16

oh that's actually not correct should be

2:18

a junior sales Executives let's go over

2:20

here let's change that there we go

2:21

junior sales executives

2:23

for the under 1 million

2:26

so this is just uh one example of a cool

2:29

thing that you can do to just make it so

2:32

that Vibe Cloud uh helps you better

2:34

capture leads and uh and strike the iron

2:37

while it is hot so I hope this is

2:40

helpful

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