Welcome email for new leads

First impressions are automatic with this one. Every form submission becomes a CRM contact, immediately receives a friendly welcome email from your Gmail address, and gets tagged so you can follow up with the right segment later.

How it works

1. Form submitted — fires on a submission to your chosen form.
2. Create contact — stores the person in your CRM.
3. Gmail: Send email — sends your welcome message from your connected inbox.
4. Add tag — tags the contact (e.g. "new-lead") for segmenting and follow-up automations.

Setup after installing

• Pick the trigger form.
• Connect Gmail and write your welcome copy — insert the contact's name with the data picker.
• Choose the tag to apply.