Create a workflow
Go to Automations > Workflows and create a new workflow.
Automations› WorkflowsStart it when the form is sent
Add a trigger, choose Form submitted under Events, and filter it to the exact form so it only fires for that one.
Send the reply
Add an action, then Communication > Send SMS or Send Email. Use their first name, say who you are and what happens next.
Test it on yourself
Fill the form in with your own details and check the reply lands on your phone and in your inbox.
Publish
Save and publish. From now on every new enquiry gets an answer in seconds.
New enquiries get a reply within seconds, and their answers land in Conversations.
Next up
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- 1Send a test from your phone, off the office wifi
- 2Check the contact landed
- 3Look in spam and promotions
Reply to customers from one inbox
Texts, emails, chats, calls and socials, all in one thread per customer.
- 1Open Conversations
- 2Start with Unread
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Send appointment reminders
A text or email goes out when someone books, so fewer people forget.
- 1Create a workflow
- 2Start it when someone books
- 3Add the reminder