B1. Auto Respond & Sales Assignment After Form Submit

🧩 Scenario

When a potential customer submits an inquiry or quote request form, failing to respond promptly can result in rapid loss of interest. This module ensures instant acknowledgment and sales rep assignment.

✅ Involved Features

Feature	Module / Description
Forms	Lead capture via website, pop-up, or landing page
Workflows	Trigger follow-up actions immediately after submission
CRM Tags / Pipeline	Tagging leads and assigning to correct sales stage
Round-Robin Assignment	Distribute leads fairly among team members
Email/SMS Automation	Instant confirmation and welcome message

🔁 Workflow Overview

[Visitor submits form → Trigger workflow]
    ↓
[Send confirmation email/SMS instantly]
    ↓
[Add tags: new-lead, form-source]
    ↓
[Auto-assign to available sales rep]
    ↓
[Move to CRM pipeline: New Lead → First Contact]

💡 Client Benefits

⏱️ Respond to every lead within 5 minutes automatically
🔁 Seamless handoff to sales reps without manual routing
📈 Increase conversion rates with faster engagement
🧠 Systematically capture all inquiries without missing any

🛠 Setup Instructions

Build your inquiry or quote form in the platform
Create a workflow named form-followup-v1:
- Trigger on form submission
- Send confirmation message
- Add relevant tags (e.g., "from-homepage")
- Assign sales rep using round-robin or priority logic
- Move lead to CRM pipeline stage
Configure email/SMS content to align with your brand tone
Monitor response time via analytics and optimize as needed