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Form Submission Routing — your CRM Workflow Template

Send each form submission to the right team based on the answer.

Best for: Agencies, multi-service businesses.

The prompt

Paste this to your AI (Claude, ChatGPT, Cursor) once your MCP is connected.

Build a Form Submission Routing workflow in my your CRM: when my contact form is submitted, branch on the 'Service Needed' field, assign the correct team member per branch, add a service-specific tag, notify the team in-app, and send the lead a personalised confirmation email.

How it works

1
Trigger when a form is submitted.
2
Branch on the 'Service Needed' field.
3
For each branch, assign the right team member and add a service-specific tag.
4
Send a Slack or in-app notification to that team.
5
Send a personalised confirmation email to the lead.

Ready to ship this in your CRM?

Connect your account, paste the prompt, done.

Connect your CRM

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