The method
Use these prompts in ChatGPT to design automated workflows for managing WPForms submissions. Adapt the provided example to your specific CRM and desired actions. Refine the prompts with concrete details for best results.
The prompts
Prompt 1
I want to automate lead management from WPForms submissions on my WordPress website. Specifically, when someone submits a form, I need to automatically add them as a contact in my CRM, HubSpot. Outline a step-by-step workflow using Zapier or Make.com to achieve this. Include instructions on extracting data from the WPForms submission, mapping it to the corresponding HubSpot fields (first name, last name, email, company), and handling potential errors or missing data. Also, suggest how to trigger a welcome email sequence in HubSpot upon successful contact creation. Consider that I want to tag these new leads with the source 'WPForms'.
Prompt 2
Develop a complex automation scenario for WPForms submissions that involves multiple steps. When a user submits a WPForms form requesting a consultation, I need the following actions to occur: 1. The form data is added as a new contact in Salesforce, including fields like name, email, phone number, and a custom field indicating the service they are interested in. 2. A task is created in Salesforce for a sales representative to follow up with the lead within 24 hours. The task details should include the lead's contact information and the service they inquired about. 3. The lead is added to a specific segment in my email marketing platform (e.g., Mailchimp) based on the service they selected in the form. 4. A notification is sent to a Slack channel alerting the sales team of the new lead and providing a link to the Salesforce contact record. Use Zapier to connect all of these services. Detail how to handle errors, such as invalid email addresses or connection issues with Salesforce.
Prompt 3
I want to create an automation using WPForms and Google Sheets that updates the sheets when a user submits data. I need to automatically add each submission as a new row in a Google Sheet, mapping each field in the WPForms form (name, email, phone, message) to a corresponding column in the sheet. Detail the steps to configure Zapier or Make.com to extract the data, handle various field types (text, dropdowns, checkboxes), and format the data correctly for the Google Sheet. Provide considerations for handling large volumes of submissions and ensuring data integrity.