Objective: Capture Leads & Send a Follow-up
This tutorial will guide you through creating a flow that captures lead information using a Google Form, saves it to a Data Table, and sends a personalized follow-up email.
Nodes we will use: `Keyword Trigger`, `Question`, `Google Form`, `Table Add Row`, `Send Email`.
Step 1: Set Up Your Data Table
First, we need a place to store our leads.
- Go to the Data Sidebar and create a new table named `Leads`.
- Add three columns: `name` (Text), `email` (Text), and `interest` (Text).
Step 2: Build the Flow
- Start with a Keyword Trigger: Add a `Keyword Trigger` node and set the keyword to "interest". This will start the flow when a user messages you with that word.
- Ask for Name: Connect a `Question` node. Set the question to "Great! What is your full name?" and the variable name to `user_name`.
- Ask for Email: Connect another `Question` node. Set the question to "What is your email address?" and the variable to `user_email`.
- Ask about Interest: Connect a final `Question` node. Ask "What product are you interested in?" and save the answer to `user_interest`.
- Submit to Google Form (Optional): If you also want the data in a Google Sheet, add a `Google Form` node. Paste your form's URL and map the variables: `entry.123` to `{{user_name}}`, `entry.456` to `{{user_email}}`, etc.
- Save to Data Table: Connect a `Table Add Row` node.
- Select the `Leads` table.
- Map the fields: `name` to `{{user_name}}`, `email` to `{{user_email}}`, and `interest` to `{{user_interest}}`.
- Send Follow-up Email: Connect a `Send Email` node.
- To: `{{user_email}}`
- Subject: `Thanks for your interest in {{user_interest}}!`
- Body: `Hi {{user_name}}, thanks for your inquiry about {{user_interest}}. We will be in touch shortly!`
- End the Flow: Connect an `End Flow` node to the `Send Email` node to complete the sequence.
You now have a fully automated lead capture system that saves data in two places and immediately engages the potential customer!