Build your first workflow

The single most impactful workflow for any business is speed-to-lead: the instant someone fills a form, they get an SMS and a rep gets a task.

1. 1
   Automation → New Workflow → Start from scratch

   Name it "Speed to Lead — web form".
2. 2
   Add trigger: Form Submitted

   Pick the contact form on your site.
3. 3
   Add action: Send SMS

   "Hi {{contact.first_name}} — thanks for reaching out. When’s a good time to chat? — Your name."
4. 4
   Add action: Send Email

   Fuller detail with your booking link.
5. 5
   Add action: Create Task

   Assign to round-robin. Title: "Call new lead". Due in 5 minutes.
6. 6
   Add action: Add to Pipeline AI

   Create opportunity in "New Business", stage "Contacted", value = blank.
7. 7
   Publish

   Test by submitting the form yourself. SMS should arrive in < 30 seconds.