CategoryGetting Started
Article typeDocumentation
Estimated reading time 8 min read
Last reviewedRecently reviewed
Applies toGEVADE CRM accounts where the feature is enabled
Access requiredAccess may depend on your user permissions
Plan/configuration noteFeature availability may depend on your selected plan and account configuration
Summary
To capture and process your first lead, you need to create a simple Form, embed it on a webpage, and build a basic Workflow that triggers when the form is submitted to send an automated welcome email and notify your team.
Who this article is for
This article is for users, marketers, and administrators setting up their first automation.
Overview
The core value of GEVADE CRM is automating lead capture and follow-up. Setting up your first lead capture flow involves connecting three distinct parts of the platform: Forms, Websites (or Landing Pages), and Workflows, where available in your account. This guide provides a high-level walkthrough of how to connect these pieces to start generating automated leads.
Before you begin
- Ensure your Business Profile is complete (for email compliance).
- Have a clear idea of what information you want to collect (e.g., Name, Email, Phone).
- Draft a simple welcome email to send to new leads.
Step 1: Step 1: Create a Form
Navigate to Sites > Forms > Builder. Click 'Add Form'. Drag and drop the fields you need (First Name, Email, Phone Number) onto the canvas. Add a submit button. Click 'Save Form'. This is the mechanism that will collect the data.
Step 2: Step 2: Embed the Form on a Page
You can either build a Landing Page within GEVADE CRM (Sites > Funnels/Websites) and add the Form element to it, or you can click 'Integrate Form' in the form builder to get an embed code to place on your existing external website (like WordPress or Webflow).
Step 3: Step 3: Create the Automation Workflow
Navigate to Automation > Workflows. Click 'Create Workflow' and start from scratch. This is where you define what happens after the lead submits their information.
Step 4: Step 4: Set the Trigger
Click 'Add New Workflow Trigger'. Select 'Form Submitted'. Add a filter: 'Form is [Name of the form you created in Step 1]'. Save the trigger. Now the workflow knows when to start.
Step 5: Step 5: Add Follow-Up Actions
Click the '+' icon below the trigger. Select 'Send Email'. Fill out the From Name, From Email, Subject, and type your welcome message. Click Save Action. Click '+' again and select 'Internal Notification' to send yourself an email or SMS alerting you of the new lead.
Step 6: Step 6: Publish and Test
Toggle the workflow from 'Draft' to 'Publish' in the top right corner and click Save. Finally, go to the live page where your form is embedded, fill it out with your own test information, and verify that you receive the welcome email and the internal notification. Test this before going live.
Configuration note
A form submission will only trigger a workflow if the workflow is Published and the trigger filter specifically matches the form you submitted.
Important clarification
A frequent configuration issue is forgetting to add the 'Form is...' filter in the workflow trigger. Without this filter, the workflow will fire every time ANY form in your entire account is submitted, leading to people receiving the wrong welcome emails.
Resolution guidance
The form submitted, but the email didn't send
Check the Workflow History to see if the contact entered the workflow. If they didn't, check your trigger filters. If they did enter but the email failed, check your Email Services settings to ensure your domain is verified and your billing wallet has funds.
Need account-specific help?
If your question requires account access, billing review, workflow inspection, message delivery diagnosis, AI response review, or private configuration review, submit a support request with examples and screenshots.
