How to Configure Post-Capture Actions (Instant WhatsApp, CRM and Email)
⚡Mandatory Prerequisites & Initial Checklist
- ✓Form created in Dashboard V2.
- ✓Active CRM pipeline and WhatsApp instance ready to dispatch.
📋Step-by-Step Instructions in Dashboard
Define Success Feedback or Thank You Page Redirect
Choose what visitors experience upon clicking submit: 1) On-screen confirmation alert (e.g. 'Thank you! Our specialist will ping you on WhatsApp momentarily'); 2) Redirect to a custom Thank You Page featuring an onboarding video or scheduling calendar.
Trigger Instant WhatsApp Welcome Greeting
Enable 'Send Instant WhatsApp'. Select dispatch instance and craft the welcome template using contact tags (e.g. 'Hi {{contact.first_name}}! We received your inquiry. How can we assist your business today?'). Immediate engagement within 1 minute boosts conversion by up to 390% compared to delayed follow-ups.
Generate CRM Deal Card and Alert Sales Rep
Toggle 'Create CRM Deal'. Pick target pipeline (e.g. 'Inbound Sales') and initial stage (e.g. 'New Lead'). Enable Round-Robin routing to distribute incoming leads fairly among available reps. The assigned sales rep receives real-time notifications to respond immediately.
🚨Critical Safety Rules & Ban Protection
- 🛡️Speed-to-Lead Velocity: Form response dispatches process via platform EXPRESS queue within 10 seconds, capitalizing on active buyer attention.
- 🛡️Attribution Tags: Always assign specific origin tags (e.g. form-ebook, form-landing) so reps instantly understand the context of the conversation.
❓Frequently Asked Questions & Troubleshooting
P:Can the form post data to external systems via Webhook?
Yes! Under 'Webhooks & Integrations', add any external URL to stream full JSON payloads with lead parameters in real time.
P:Can managers receive an email alert on new leads?
Yes! Check 'Notify Team via Email' and specify recipient addresses to receive instant submission summaries.