How it works

Follow these 4 simple steps to start receiving contact form submissions directly in your email and Slack channel

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Form

App connector: Form • Time to complete: 1 minute
Why this matters: This creates the web form that captures visitor information and triggers the entire workflow when someone submits it.

The form automatically collects four essential fields: Company Name, Full Name, Email Address, and Message. All fields are required to ensure you get complete contact information from every submission. The form includes hCaptcha verification to prevent spam submissions. Once someone fills out and submits this form on your website, it immediately triggers the workflow to process their information and notify your team.

Retrieve Shop

App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step pulls your shop's email address from Shopify, which becomes the destination for forwarded contact form submissions.

The workflow automatically connects to your Shopify store and retrieves basic shop information, particularly your primary shop email address. This data gets passed to the email step so contact form submissions are sent to your main business email. No configuration is needed since it uses your existing Shopify connection and automatically pulls the correct email address from your shop settings.

Send Email

App connector: Email • Time to complete: 1 minute
Why this matters: This sends a formatted email notification to your shop's primary email address every time someone submits the contact form.

The email step automatically sends a clean, organized message containing all the form details: the person's name, email, company, and their message. The email subject line is set to "New Contact Form Submission" and the sender appears as the person who filled out the form, making it easy to reply directly. The email goes to your shop's primary email address (retrieved from the previous step), ensuring it lands in your main inbox where you check messages regularly.

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Send Message

App connector: Slack • Time to complete: 2 minutes
Why this matters: This posts an instant notification to your Slack channel so your team sees new contact form submissions in real-time.

You'll need to connect your Slack account and choose which channel should receive the notifications. The message includes all the contact form details formatted with bold headers for easy scanning. Choose a channel where your sales or customer service team can quickly respond to new inquiries. The Slack message appears immediately after form submission, ensuring fast response times to potential customers.

Make it your own

Customize this workflow even further:

Add email templates for different inquiry types
Create multiple email responses based on the message content, such as sending pricing information for sales inquiries or technical documentation for support questions.
Connect to your CRM system
Automatically create new leads or contacts in tools like HubSpot, Salesforce, or Pipedrive when someone submits the form, keeping your sales pipeline updated.
Set up automated follow-up sequences
Schedule reminder emails or tasks to follow up with prospects who haven't responded after a certain time period.
Store submissions in a database
Save all form submissions to a Google Sheet or Airtable for tracking trends, analyzing common questions, and building a contact database over time.

Frequently asked questions

Can I customize the form fields to collect different information?
Yes, you can modify the form to include additional fields like phone number, company size, or specific product interests. You can also make certain fields optional or change the labels to match your needs.
What is a template?
Templates are pre-made workflows by our team of experts. Instead of building a workflow from scratch, these have all the steps needed to complete the task.
Can I personalize a template?
Yes! Every step can be customized to meet your exact requirements. Additionally, you can even add more steps and make it more sophisticated.
Are templates free?
Yes! Our entire library containing hundreds of templates are free to use and customize to your exact needs.

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