
How The Workflow Functions
Simple architecture delivering sophisticated customer experiences
The Technical Foundation
- Initial Capture: Form trigger collects email for newsletter subscription
- Data Storage: Automatically logs entry in Google Sheets (customizable to any database)
- Progressive Profiling: Three sequential form nodes request additional information
- Smart Data Handling: All responses update the same spreadsheet row, building a complete profile
- 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