Here's how to get a lead into a sequence.
Here’s a really easy way to capture inbound leads from a simple webform and import them into CLOSEM and then directly into a sequence, and have it all done automatically without having to touch anything ever again.
I used a tool called FORMINATOR, a free WordPress plugin, so this example is built around having a WordPress website. FORMINATOR is a free form builder that integrates very well with Zapier, and makes it very easy to connect.
I installed the plugin and then I created a form, with name, phone number, email address, their address, a message, and I included a hidden field that automatically date-stamps this message.
Here’s how the form looks on the website.
In Zapier, I used their “Webhooks by Zapier” tool, (which is available only if you have a paid subscription to Zapier). With the tool, you just basically “catch a hook” (and I can show you how to do this in detail in another tutorial) but I just wanted to show you walking through the process. You grab a hook, and then post it using the API tool in CLOSEM. You drop in all of the data that's there and then you turn it on.
So let's do that now, ands go to the contact form. We're going to add WP TestOne, enter all their contact details and a note “I just love CLOSEM.” Now I’ll submit that form and voila.
If I go over to my CLOSEM instance and I look at “Inbound leads from simple contact form” list, I now have a contact there. Here’s “WP TestOne” and we can see in their detailed contact record I've got their phone number, their email address, and they are tagged as an inbound lead. I’ve also got their address, and in their notes shows it was automatically entered on 9/28/2020, and the comment “I just love CLOSEM.”
If we go over to Sequences, you can see they’ve automatically been entered into our following up with inbound leads (RTG) sequence. RTG is for a ready-to-go sequence that requires no customization whatsoever, and they're already in that sequence, and that sequence is running.
So it really couldn't be any easier!