Lead magnet and landing page follow-up covers checking new form submissions, verifying details, sending the requested asset, scoring the lead, and routing it to sales or a nurture sequence.
The automated version detects a new submission the moment it arrives, updates the contact record, delivers the asset, scores the lead, and routes it to the right next step. Leads receive an instant response and sales gets notified about qualified opportunities without any manual checking.
The full workflow, from trigger to completion.
Form submission on the landing page instantly fires the workflow with the visitor's details.
Checks the email against existing contacts and applies a lead score from the form answers and source.
Writes the validated, scored lead record into the CRM with campaign and source tags applied.
Delivers the requested PDF or asset to the lead within seconds of submission.
Sends an instant alert to the assigned rep when the lead score clears the sales-ready threshold.
Enrolls lower-scoring leads into the standard nurture email sequence automatically.
Appends the lead's details, score, and routing outcome to the weekly tracking report.
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