This video tutorial explains how to create a lead automation system using Webflow, Zapier, Airtable, and Integromat. The presenter, Connor, founder of the Unicorn Factory (a freelancer marketplace in New Zealand), demonstrates a two-part workflow for handling client inquiries on freelancer profile pages.
The first part of the workflow uses Integromat to capture form submissions from Webflow. When a client submits an inquiry on a freelancer's profile page, the information is sent to Airtable. A custom HTML embed is used to identify which freelancer's page the form was submitted on. The presenter explains how to set up filters in Integromat to ensure only relevant form submissions trigger the automation.
The second part of the workflow uses Zapier to handle the approval process. Once a submission is approved in Airtable (by checking a box), it triggers an email to be sent to the freelancer with the client's inquiry details. The presenter initially used Gmail through Zapier for this step but later switched to Postmark for better email tracking and HTML support.
Connor explains why he uses Integromat for the first part of the workflow instead of Zapier: cost-effectiveness. By moving some simpler, high-frequency tasks to Integromat, he saves $31 per month ($372 per year) compared to upgrading his Zapier plan. He emphasizes the importance of being resourceful in the no-code mindset and reinvesting savings into his business.
The presenter encourages viewers to support newer software companies by upgrading from free plans when possible, as these tools enable no-code entrepreneurs to succeed. He concludes by asking viewers to like and subscribe, leave comments with questions for future content, and announces plans to answer quick questions using YouTube Shorts.
Highlights:
- The lead automation system uses Webflow, Integromat, Airtable, and Zapier to capture and process client inquiries for freelancers.
- Custom HTML embed in Webflow forms helps identify which freelancer's page the inquiry was submitted on.
- Using Integromat for simpler, high-frequency tasks can be more cost-effective than upgrading to higher-tier Zapier plans.
This video tutorial explains how to create a lead automation system using Webflow, Zapier, Airtable, and Integromat. The presenter, Connor, founder of the Unicorn Factory (a freelancer marketplace in New Zealand), demonstrates a two-part workflow for handling client inquiries on freelancer profile pages.
The first part of the workflow uses Integromat to capture form submissions from Webflow. When a client submits an inquiry on a freelancer's profile page, the information is sent to Airtable. A custom HTML embed is used to identify which freelancer's page the form was submitted on. The presenter explains how to set up filters in Integromat to ensure only relevant form submissions trigger the automation.
The second part of the workflow uses Zapier to handle the approval process. Once a submission is approved in Airtable (by checking a box), it triggers an email to be sent to the freelancer with the client's inquiry details. The presenter initially used Gmail through Zapier for this step but later switched to Postmark for better email tracking and HTML support.
Connor explains why he uses Integromat for the first part of the workflow instead of Zapier: cost-effectiveness. By moving some simpler, high-frequency tasks to Integromat, he saves $31 per month ($372 per year) compared to upgrading his Zapier plan. He emphasizes the importance of being resourceful in the no-code mindset and reinvesting savings into his business.
The presenter encourages viewers to support newer software companies by upgrading from free plans when possible, as these tools enable no-code entrepreneurs to succeed. He concludes by asking viewers to like and subscribe, leave comments with questions for future content, and announces plans to answer quick questions using YouTube Shorts.
Highlights:
- The lead automation system uses Webflow, Integromat, Airtable, and Zapier to capture and process client inquiries for freelancers.
- Custom HTML embed in Webflow forms helps identify which freelancer's page the inquiry was submitted on.
- Using Integromat for simpler, high-frequency tasks can be more cost-effective than upgrading to higher-tier Zapier plans.
