How it works

How it works
A workflow watches for new enquiries. The second one arrives it texts and emails them, by name, saying who you are and what happens next. Replies land in Conversations so you can pick it up from there.

3 ways to do it

The template is the quickest full setup. Build your own if you want one reply per form. Add an AI agent on top when you want the conversation answered too, not just the first reply.

Start from the Speed-to-Lead template

watch it first18 seconds, then follow the steps below.

Pick the template
Automations > Workflows > Create workflow > Select from Template. Search speed to lead and click Speed-to-Lead SMS + Email. It's added as a draft.
AutomationsWorkflows1 See it on the App map
1 search, 2 the template.
See what it does
It texts a thank you straight away, waits a minute, then sends a welcome email. The steps with a red dot need a tag picked before they'll run: set them or delete them.
1 what starts it, 2 the text, 3 a short wait, 4 the email, 5 red dots mean finish setting it up.
Change the trigger to your form
The template starts on Contact created, which also fires when you import or add people by hand. Click the trigger, change it to Form submitted, then Add filters > Form is and pick your form. Save trigger.
1 Form submitted, 2 add a filter, 3 Form is your form.
tipLeads from Facebook? Use the Facebook lead form submitted trigger instead.
Make the messages yours
Click the text, rewrite it in your words, and use the tag icon for merge fields. Do the same for the email.
First textHi {{contact.first_name}}, thanks for getting in touch with {{location.name}}. We'll call you shortly. If it suits, grab a time here: {{user.calendar_link}} Reply STOP to opt out.
Email subjectThanks {{contact.first_name}}, we've got your enquiry
The {{ }} parts fill in by themselves with your business and customer details when it sends.
1 a saved template, 2 the message, 3 add merge fields.
Test, then publish
Fill in your own form with your mobile and email, check both arrive, then flip Draft to Publish.