Workflows / New Lead Nurture Sequence
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Step Library
🔍
Triggers
📧
Form Submitted
Any form · Specific form
⠿
🕐
Scheduled
Cron · Interval · One-time
⠿
🔗
Webhook
HTTP POST trigger
⠿
👤
User Event
Signup · Purchase · Login
⠿
Actions
✉️
Send Email
Transactional · Marketing
⠿
💬
Send Slack
Channel · DM · Thread
⠿
📊
Update CRM
HubSpot · Salesforce · Airtable
⠿
⏱
Wait / Delay
Minutes · Hours · Days
⠿
🤖
AI Action
Generate text · Classify · Score
⠿
Logic
⑂
Condition / Branch
If/else · Switch
⠿
🔁
Loop
For each · While
⠿
Trigger
📝
Form Submitted
Fires when a user submits the "Request Demo" form on the website.
form_iddemo-request-v2
sourceAny page
● Live
Action
✉️
Send Welcome Email
Send the "Thanks for requesting a demo" email immediately.
templatedemo-confirm-v3
fromhello@yourco.com
delay0 min
● Live
Wait
⏱
Wait 24 Hours
Pause before sending the follow-up sequence.
duration24 hours
skip_weekendstrue
● Live
Condition
⑂
Did they book the demo?
Check if the contact booked a Calendly slot within 24h of signup.
checkcalendly.booked == true
window24 hours
YES → Booked
Action
📊
Update CRM
Set lead status to "Demo Booked" in HubSpot.
● Live
NO → Not booked
Action
✉️
Send Nudge Email
Send "Ready to schedule?" follow-up email with Calendly link.
● Live
+
Selected Node
Form Submitted (Trigger)
Configuration
Trigger Name
Form ID
The ID of the form that fires this trigger.
Source filter
Settings
Active
De-duplicate contacts
Log all runs
Run Statistics
1,284
Total runs
98.4%
Success rate
21
Errors
1.2s
Avg. runtime