When a visitor fills out a form on your website or landing page — such as a signup form or resource request form — ClearCRM automatically triggers a series of actions in your marketing campaign workflow.
Here’s what happens next:
The visitor submits the form with their information (name, email, company, etc.).
This action immediately starts the campaign workflow linked to the form.
The lead’s status is automatically updated — for example, from "New" to "Contacted".
This ensures the sales and marketing team knows that the lead has engaged.
A Tag (such as "LM Sent") is added to the lead’s profile.
Tags make it easy to segment and track leads based on their actions.
The system sends an automated email to the lead.
This email could contain a lead magnet (like a market report), a thank you note, or any resource you choose.
After sending the email, ClearCRM waits to see if the lead interacts, such as clicking a link inside the email.
If the lead clicks a link, two actions happen:
Points are added to their Lead Score, helping prioritize more engaged leads.
A new Tag (such as "LM Clicked") is added to indicate a higher level of interest.
This automated flow helps your team:
Capture new leads instantly without manual effort.
Nurture leads with timely emails and scoring systems.
Identify engaged leads faster for better follow-up and conversion rates.
By setting up this journey once, you can let ClearCRM handle the heavy lifting — and focus your time on closing deals instead of chasing new leads.
