CRM
Outbound to Website Form Submitters
Automating outbound to people who fill out your demo or scheduling forms is a great way to engage leads. Here's how to set up targeted outreach that works at scale.
Building Your Target Audience
Start by creating an audience based on your form submissions. Use contact-level filters to identify who's filled out specific forms. Since this information flows right into your CRM, it's easy to track and segment these leads.
Setting Up the Play
With your audience ready, create a play that triggers when someone enters this group. This lets you follow up quickly with form fills. Set up routing based on things like seniority or title to make sure leads get to the right place.
Creating Personalized Sequences
Create sequences that match different types of form fills. You can customize your approach based on how qualified the lead is, using different email accounts for different groups. This way, everyone gets follow-up that makes sense for them.
By combining form data with automated follow-up, you can make sure you're engaging with inbound leads quickly and consistently.
Similar plays
See how others are powering warm outbound with Unify.
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