A step-by-step breakdown of a lead automation workflow for Webflow using Zapier, Airtable and Integromat
Automation is a powerful tool that can help streamline and improve the efficiency of various processes, including the lead workflow. In this tutorial, we will be discussing the automation of the lead workflow using the popular automation tools Integromat and Zapier.
First, let's go over an overview of the automation process of the lead workflow. Essentially, the process involves setting up triggers and actions in Integromat or Zapier to automate certain steps in the lead workflow. For example, when a form is submitted in Webflow, this can trigger an action in Integromat to automatically create a new record in Airtable.
Now, let's discuss the differences between Integromat and Zapier. Both tools are popular automation platforms that allow users to create triggers and actions to automate various processes. However, there are some key differences between the two. Integromat offers a more flexible and customizable approach, allowing for more complex automation scenarios and the ability to connect a wider range of apps and services. Zapier, on the other hand, has a more user-friendly interface and is generally better suited for simpler automation tasks.
Next, let's go over how to trigger a form submission in Integromat when a form has been submitted in Webflow. To do this, you will need to create a new scenario in Integromat and add a trigger for the relevant Webflow form. In the trigger settings, you can specify which form you want to monitor and what action should trigger the scenario (e.g. when a new form submission is received).
Once you have set up the trigger, you can then add an action in Integromat to create a new record in Airtable for each form submission. To do this, you will need to create an Airtable base for the relevant form and connect it to Integromat. In the action settings, you can specify which fields from the Webflow form should be mapped to which fields in Airtable for each record.
Next, let's discuss how to trigger Integromat for a specific Webflow form. In the trigger settings, you can specify which form you want to monitor by entering the form's URL or ID. This will ensure that the scenario only triggers when a submission is received for the specified form.
Now, let's go over how to create the Airtable for the relevant form. To do this, you will need to log in to your Airtable account and create a new base for the form. You will then need to add fields for each of the form's fields and customize the field settings as needed (e.g. data type, default values, etc.).
Once you have created the Airtable base, you can then go back to Integromat and connect the base to your scenario. This will allow you to map the fields from the Webflow form to the corresponding fields in Airtable for each record.
Next, let's discuss how to create a checkbox in Airtable for the second Integromat trigger. To do this, you will need to add a new checkbox field to the Airtable base and specify which record(s) should be checked in order to trigger the second scenario in Integromat. For example, you may want to only trigger the second scenario for records that have been approved by a manager.
Finally, let's go over how to setup Airtable and Postmark in Zapier for the approval process. To do this, you will need to create a new Zap in Zapier and add Airtable and Postmark as the trigger and action apps, respectively. In the Zap settings, you can specify which Airtable base and field should be used to trigger