How The Workflow Functions

How The Workflow Functions

Simple architecture delivering sophisticated customer experiences

The Technical Foundation

  1. Initial Capture: Form trigger collects email for newsletter subscription
  2. Data Storage: Automatically logs entry in Google Sheets (customizable to any database)
  3. Progressive Profiling: Three sequential form nodes request additional information
  4. Smart Data Handling: All responses update the same spreadsheet row, building a complete profile
  5. Completion Experience: Custom thank-you screen with next steps

Integration Points

  • Google Sheets for centralized data storage
  • Slack for real-time lead notifications
  • Custom form styling to match your brand